Description

Under typical market conditions, this fund commits at least 80% of its investment holdings to equities of large and mid-capitalization U.S. companies. The definition of "assets" for this requirement includes the fund's net assets along with any borrowed capital used for investment. The strategy primarily involves curating a diverse collection of stocks that the investment adviser believes demonstrate attractive pricing, robust quality, and/or strong market momentum, which are expected to generate superior performance relative to the market.