Description

This fund's primary objective is to generate returns that surpass the S&P 500® Index over a full market cycle, while simultaneously striving to temper overall market volatility. To achieve this, the fund typically commits at least 80% of its net assets (which includes any borrowed capital for investment) to equity securities. These investments predominantly consist of common stocks issued by companies found within the Russell 1000® and S&P 500® Indices. Beyond common shares, its holdings may also encompass preferred stocks, warrants allowing for common stock acquisition, and various securities convertible into common stock. All equity securities purchased by the fund are traded within the U.S., either on registered stock exchanges or through the over-the-counter market.