Fund Description

The fund has a non-fundamental policy to invest at least 80% of its net assets, including borrowings for investment purposes, in large capitalization companies economically tied to the U.S. It primarily invests in common stocks of such companies, defined as those within the S&P 500 Index or with similar market capitalizations. The fund aims for capital growth while considering tax implications, often holding stocks long enough for long-term capital gains. It employs a multi-style and multi-manager approach, utilizing quantitative analysis and may invest in derivatives, ADRs, GDRs, and REITs. The fund may also lend its portfolio securities to generate income.