Fund Description

The fund primarily invests in common stocks, focusing on identifying early signs of long-term changes in the marketplace. It targets companies that may benefit from opportunities created by these changes by examining factors such as technological advances, product innovation, economic plans, demographics, and social attitudes. The fund emphasizes investments in small and medium-sized companies and includes both domestic and foreign issuers. It may invest in growth stocks, value stocks, or a combination of both. Investment selections are based on fundamental analysis of each issuer's financial condition, industry position, and broader market and economic conditions.