Description

Under typical market conditions, this fund dedicates a substantial portion – a minimum of 80% – of its capital to equity holdings of large corporations. Its primary focus is on significant U.S. companies, as defined by its specific benchmark index, which its investment adviser believes are poised for considerable growth. Furthermore, the fund seeks out firms expected to capitalize on unique corporate events like takeovers, organizational changes, or other strategic realignments. While primarily domestic, up to 20% of its assets may be allocated to international investments. Notably, the fund employs a non-diversified investment approach.