Description

Typically, this fund commits a substantial majority—at least 80%—of its capital to equity holdings in large corporations. Its core strategy involves acquiring shares in major U.S. companies, specifically those included in the Russell 1000® Value Index. The fund's investment team actively seeks out these domestic enterprises when they believe the market has underestimated their true potential, aiming to capitalize on securities trading below their intrinsic value. Furthermore, a smaller portion, up to 20% of the fund's total assets, may be allocated to non-U.S. investments.