Description

The primary objective of this fund is to achieve long-term capital appreciation. It primarily allocates its assets to common stocks. A significant portion—at least 80%—of its total assets is dedicated to companies deeply involved in the technology sector. This includes businesses that offer, utilize, or develop products, processes, or services poised to significantly benefit from or drive technological advancements. Its investments span both domestic (U.S.) and international markets. Investment selection is guided by thorough fundamental analysis. This involves evaluating factors such as a company's financial health, its competitive position within its industry, and the prevailing market and economic conditions. It is classified as a non-diversified fund.