Description

This fund primarily directs its investments toward the common stock of large and mid-capitalization U.S. companies. Its advisor focuses on identifying firms that are profitable, exhibit a return on equity (ROE) at or above their industry peers, and are perceived as undervalued based on their price-to-earnings (P/E) ratio. A distinctive feature of this fund is its flexible approach to asset allocation, allowing the percentage held in equities versus fixed income securities to be adjusted rather than being fixed.