Description

This fund primarily allocates its capital to common shares issued by U.S. companies. A significant portion, generally no less than 80%, of its total holdings is dedicated to businesses with a market capitalization exceeding $2 billion. The investment approach adopted by this fund follows a value-oriented philosophy. This style typically involves identifying equities that appear undervalued when compared to metrics like their earnings and book value, and such companies are often characterized by more attractive dividend yields than the broader market.