Description

This fund typically allocates a minimum of 80% of its overall net assets, including any capital borrowed for investment, to the equity securities of sizable U.S. corporations. The advisor defines a "large-cap" company as one whose market valuation is greater than the median market capitalization of the companies comprising the Russell 1000® Index. To identify suitable investments, the fund employs a rigorous fundamental, bottom-up research methodology, adopting a core investment strategy that strategically integrates both growth-focused and value-oriented investing styles.