Fund Description

The fund invests primarily in stocks, with at least 80% of its net assets allocated to common stocks and other ownership securities of companies. The investment adviser focuses on companies with above-average earnings growth potential, primarily targeting large-cap stocks, though investments may span companies of varying sizes. The fund may also include foreign securities and typically diversifies its assets across multiple industries and sectors, although it can concentrate investments in a single industry or issuer. An active bottom-up investment approach drives the selection process, leveraging fundamental analysis alongside quantitative screening tools to identify potential investments.