Description

The primary objective of this fund is to achieve significant long-term capital growth. Generally, at least 80% of its assets are deployed in the securities of medium-sized companies, specifically defined as those with market capitalizations similar to firms found in the Russell Midcap® Index or the S&P MidCap 400® Index. The portfolio mainly consists of common stocks. Although primarily focused on mid-caps, the fund retains the option to invest in companies with smaller or larger market values. Its holdings may span both domestic and international issuers. Furthermore, its strategy allows for investment in growth equities, value equities, or a blend of these styles.