Description

The fund primarily aims to deliver significant long-term growth for investors' capital. It typically allocates a minimum of 80% of its overall assets (including any borrowed funds used for investment) to equity instruments, encompassing both common and preferred stocks. Furthermore, when market conditions are normal, at least 80% of its portfolio assets will be invested in securities issued by U.S.-based entities. The fund's unique approach to equity investing involves combining the distinct selection methodologies of two different subadvisors, with each responsible for choosing securities for specific sections of the portfolio.