Fund Description

The fund invests at least 80% of its net assets in equity securities of companies with market capitalizations exceeding $5 billion or within the range of companies in the S&P 500 Index at the time of purchase. These investments typically include common stocks, with the potential for an emphasis on specific sectors, such as information technology. The fund may also utilize derivatives, including equity futures and index futures, for cash equitization purposes. The portfolio managers employ a systematic investment process that integrates fundamental investment concepts to identify and exploit mispriced stocks, leveraging collaboration between quantitative and fundamental research to develop sector and industry-specific multi-factor stock selection models for a diversified portfolio.