Description

The fund aims for substantial asset appreciation over an extended period. Typically, at least four-fifths of its total assets, including any leveraged capital, are allocated to equities of major American corporations. A "large-cap" firm, as defined by this fund, possesses a market capitalization that surpasses the median market value of companies within the Russell 1000® Index. Stock selection is driven by comprehensive, company-specific fundamental research, utilizing a balanced "core" methodology that incorporates principles of both growth and value investing.