Description

This fund aims to achieve long-term capital growth for its investors. It predominantly invests in the stock of large-capitalization companies, committing at least 80% of its net assets to these equity securities. Up to 10% of its total assets may also be allocated to stocks issued by foreign companies, which can include American Depositary Receipts (ADRs) and similar investments. The fund's advisor identifies large-capitalization companies as those with a market value that aligns with the range of the S&P 500 Index at the point of purchase.