Description

The fund dedicates a minimum of 80% of its total assets (inclusive of any borrowed funds used for investment) to equity holdings that possess strong economic ties to the United States. Its diverse portfolio of equity instruments can encompass common shares, preferred stocks, convertible bonds, depositary receipts, exchange-traded funds (ETFs), and equity-focused Real Estate Investment Trusts (REITs) that are publicly traded. Management may choose to concentrate a significant portion of its investments within specific industries. Notably, this fund operates with a non-diversified investment strategy.