Description

The fund's primary aim is to achieve significant long-term capital appreciation. To fulfill this objective, it predominantly invests in common equities, carefully chosen for their strong growth prospects. Typically, a minimum of 50% of its stock portfolio is allocated to companies classified as medium-sized. These mid-sized entities are identified by their market capitalization, which falls within the range of businesses comprising the Russell Midcap® Growth Index. Market capitalization itself is a widely accepted metric reflecting a company's overall scale and worth. Additionally, the fund retains the option to invest in foreign securities, including potential allocations to developing emerging markets.