Description

This fund generally directs its investments towards a wide spectrum of U.S. and international corporations, without regard for their market capitalization. Its holdings may consist of diverse security types, including common and preferred shares, warrants, depositary receipts, exchange-traded funds (ETFs), and real estate investment trusts (REITs). While the portfolio will include companies from a minimum of three countries outside the United States, its geographical reach is typically much broader. Fund management expects that at least 40% of its total assets will be allocated to non-U.S. securities.