Description

Under typical market conditions, this fund allocates a minimum of 80% of its total investment capital to equity securities issued by large and mid-capitalization U.S. companies. For the purpose of this allocation, 'assets' is defined as the fund's net assets combined with any funds borrowed for investment. The adviser's strategy focuses on constructing a diverse portfolio of stocks believed to possess attractive valuations, high quality, and/or robust market momentum, aiming for returns that relatively outperform the market.