Description

The primary objective of this fund is to achieve substantial capital growth over an extended period. It predominantly allocates its assets to a diverse collection of common shares issued by American corporations. Typically, its holdings are concentrated in equity securities of companies with larger market capitalizations. The fund employs a value-oriented investment approach when choosing its stock holdings. This strategy is predicated on the idea that, given enough time, the market price of a company's stock will ultimately align with the advisor's calculation of its fundamental worth.