Description

The Optimum Large Cap Growth Fund is primarily focused on equity investments, dedicating a minimum of 80% of its total assets (including any borrowed capital used for investment) to the shares of major corporations. For this fund's strategy, "large market capitalization companies" are defined as those with market values comparable to the firms included in the Russell 1000® Growth Index. Beyond its core equity holdings, the fund also has the flexibility to invest in international securities, such as American Depositary Receipts (ADRs) and similar depositary shares. It may further diversify into derivatives, including instruments like futures and options, and can acquire fixed income securities, which may even encompass those rated below investment grade.