Description

The fund's primary objective is to achieve sustained capital growth over an extended period. It commits a minimum of 80% of its net assets to equity holdings in large-capitalization companies. Furthermore, up to 10% of its total assets may be allocated to shares of foreign businesses, including American Depositary Receipts (ADRs) and similar securities. The advisor defines large-capitalization companies as those possessing market capitalizations within the range of the S&P 500 Index at the time of acquisition.