Description

This fund's primary objective is to invest predominantly in the equity shares of U.S.-based corporations that possess a market capitalization of at least $1 billion. While its core focus remains domestic, it retains the option to allocate up to one-fifth (20%) of its assets to international securities. However, this global exposure is subject to limits: investments in any single non-U.S. country, or in emerging market securities, will not exceed 10% of the fund's total assets. It's also important to note that this fund is considered non-diversified, which may lead to a more concentrated portfolio.