Fund Description

The fund invests primarily in U.S. equity securities and seeks to reflect the performance of the U.S. large-cap growth equities market as measured by the CRSP U.S. Large Cap Growth Index. Under normal circumstances, it invests at least 80% of assets in securities of, and investments related to, issuers in its benchmark index, typically substantially more. The index selects stocks from the CRSP U.S. Large Cap Index with strong growth traits based on sales growth, earnings change to price, and momentum ratios. The adviser applies proprietary stewardship screens and uses optimization techniques to replicate index characteristics, including risk and return.