Description

This fund primarily allocates its capital to equity securities under typical market conditions. A minimum of 80% of its assets are customarily invested in stocks of U.S.-based, medium-sized companies. The Sub-Adviser also has the flexibility to invest in equities of micro-cap, small-cap, or large-cap companies if they are deemed to offer potential for capital growth. Its holdings may encompass both common and preferred shares, as well as over-the-counter traded securities.