Description

The fund's primary objective is to achieve significant long-term appreciation of capital. Under typical market conditions, its investments are predominantly allocated to prominent, well-established corporations. However, the strategy permits acquiring common shares from businesses across the entire market capitalization spectrum, including smaller enterprises. Portfolio managers generally define large-capitalization companies as those possessing a market value equal to or surpassing the median capitalization of companies represented in the Russell 1000® Growth Index. This fund operates on a non-diversified basis.