Fund Description

The fund invests at least 80% of its net assets in equity securities of domestic and international companies and, under normal market conditions, seeks to invest about 40% in foreign securities, though this can be as low as 30% depending on market conditions. Foreign status may be based on issuer domicile, principal place of business, exchange listing, revenue source, or other factors, and can include depositary receipts. It invests primarily in domestic and foreign common stocks and may use futures to hedge or obtain exposure. The adviser uses fundamental, quantitative, and technical research and may also pursue its investment strategy by investing in other mutual funds managed by the adviser or an affiliate.