Description

This fund aims for sustained capital appreciation over an extended period. To achieve this, it typically allocates its assets to a concentrated portfolio of 40 to 65 common equities, both domestic and international, chosen for their potential to expand. A significant portion, generally no less than 40% of its net assets, is routinely committed to non-U.S. securities, specifically those from companies with strong economic ties to diverse nations worldwide, outside of the United States.