Description

This investment vehicle primarily aims for long-term capital appreciation. To achieve this, it predominantly invests in common stocks of U.S. companies that its sub-adviser identifies as possessing strong value characteristics. The fund's holdings may include shares of small-capitalization companies, mirroring those found in the Russell 2000 Value Index, as well as real estate investment trusts (REITs). The sub-adviser's approach to selecting these securities is informed by principles derived from behavioral finance.