Description

This fund aims to grow investor capital, but with a more stable performance compared to the broader U.S. stock market. It primarily allocates its assets to U.S. corporations, ensuring that at least 80% of its total holdings (including any borrowed funds for investment) are invested in securities from American companies of any size. These domestic investments can encompass common shares, preferred shares, exchange-traded funds (ETFs), and warrants. A smaller portion of the portfolio may also be directed toward American Depositary Receipts (ADRs), real estate investment trusts (REITs), and the securities of companies based outside the United States.