Description

This fund primarily allocates at least 80% of its capital to common equities issued by companies with substantial market valuations. For this fund, such 'large-cap' firms are defined as those with market capitalizations akin to companies found in the Russell 1000® Index or the S&P 500® Index. The portfolio may include both domestic and international issuers. The fund employs a flexible strategy, investing in either growth-oriented stocks, value-oriented stocks, or a combination of both. Investment selections are made using fundamental analysis, evaluating factors like an issuer's financial strength, its competitive position within its sector, and broader market and economic trends.