Fund Description

The fund invests at least 80% of its net assets, including borrowings for investment, in equity securities or similar investments of U.S. companies with large market capitalization, comparable to those in the Russell 1000 Index. Its core holdings feature large-cap companies deemed dominant in their sectors, based on product, distribution, or service strengths. The portfolio managers focus on individual security selection while diversifying investments across industries to mitigate risk. They seek established large-cap companies with significant growth potential and conduct in-depth analyses of management, strategy, and market position. The fund may allocate up to 20% of its net assets to foreign securities.