Description

The fund's main objective is to surpass the performance of the Standard & Poor's 500 Index. By integrating both quantitative and fundamental investment strategies, its risk and sector characteristics are designed to largely align with those of its benchmark. It aims for a total return, pursuing both an increase in capital value and consistent dividend income. The chief risk for this fund is the market fluctuation that arises from its complete allocation to the stock market. Offering extensive exposure to a varied selection of major U.S. corporations, it can serve as a core equity component within an investment portfolio.