Description

This fund is mandated to allocate at least 80% of its net assets, including any capital acquired through borrowing for investment purposes, to securities issued by U.S.-domiciled companies spanning all market capitalizations. These primary investments may take the form of common stocks, preferred stocks, exchange-traded funds (ETFs), and warrants. A lesser portion of the portfolio may also be invested in American Depositary Receipts (ADRs), real estate investment trusts (REITs), and equity instruments from non-U.S. companies.