Description

Typically, at least 80% of this fund's total investment capital is dedicated to equity holdings in U.S.-based companies. For clarity, "assets" here refers to the fund's net holdings combined with any borrowed funds utilized for investment. The core investment approach centers on acquiring common shares of large and mid-capitalization American corporations. However, the fund maintains the option to allocate a portion, up to one-fifth of its assets, to common stocks of international companies, which may encompass depositary receipts.