Description

The portfolio primarily allocates a minimum of 80% of its total capital to equities of smaller U.S. companies with a value orientation. Additionally, the fund may engage in the buying or selling of derivative instruments, such as futures contracts and options on futures, tied to U.S. stocks and market benchmarks. This strategy allows it to modulate its overall market exposure, either increasing or decreasing it, based on actual or projected capital movements into or out of the fund.