Description

Under typical market conditions, this fund primarily dedicates a minimum of 80% of its portfolio to the stocks of small and mid-sized companies. These selected companies must be constituents of the fund's benchmark index and successfully pass its specific values-based screening process. The businesses included in this reference index are predominantly U.S.-based and represent a diverse range of sectors within the American economy. Additionally, the fund maintains the flexibility to invest in other collective investment vehicles and real estate investment trusts (REITs).