Description

This fund primarily directs its capital towards well-established companies, typically those with market valuations aligned with the constituents of the Russell 1000® Growth Index. In its selection process, the investment adviser seeks out businesses that boast strong brand recognition and lasting competitive strengths. The portfolio is permitted to include international equities, potentially encompassing those from developing markets. Additionally, it has the flexibility to invest in a variety of equity securities, and may also acquire privately placed or restricted shares.