Description

This fund aims to deliver comprehensive returns through a combination of sustained capital appreciation and ongoing income generation. It allocates a substantial majority—at least 80%—of its total value to equity securities. For clarity, "assets" encompasses the fund's net assets along with any borrowed funds employed for investment purposes. The portfolio primarily targets non-U.S. businesses of varying market sizes, including the international operations of American corporations. While it possesses the latitude to invest in companies spanning the full range of market capitalizations, it may at times concentrate a considerable portion of its holdings within a single market capitalization segment.