Description

This fund habitually allocates at least 80% of its investments to companies exhibiting medium market capitalizations. For the purpose of this fund, these are enterprises whose market values correspond to those included in the Russell Midcap® Index or the S&P MidCap 400® Index. The portfolio is not exclusively limited to this range, allowing for holdings in companies with smaller or larger market capitalizations as well. Furthermore, the fund invests in both U.S. and international entities.