Description

This fund commits a substantial portion, at least 80% of its total net assets (including any capital obtained through borrowing for investment), to the equity of mid-sized companies. Its primary focus is on publicly traded shares of U.S. firms that the Advisor identifies as having a medium market capitalization. The Advisor defines mid-capitalization businesses as those whose market value, at the point of purchase, aligns with the typical market capitalizations of companies listed in the Russell Midcap Growth® Index.