Fund Description

The fund is a diversified mutual fund investing primarily in the common stocks of U.S. and foreign companies selected for their long-term growth potential, including firms economically tied to emerging markets. It may invest in an unlimited number of companies of any size worldwide and, under normal market conditions, invests significantly in foreign securities, allocating assets across various regions and at least three countries. The adviser uses a fundamental process combining top-down macroeconomic and theme work with bottom-up company research, typically emphasizing core growth companies with smaller allocations to aggressive growth and life cycle change holdings. It may hedge exposures and uses derivatives infrequently.