Fund Description

The fund invests at least 80% of net assets in equity securities, focusing on companies of any market capitalization that offer potential capital growth and align with an innovation theme, including firms deriving revenue from technology products or services and those developing or benefiting from disruptive products, services, or technological advances. It invests at least 25% of assets in the technology sector, may emphasize particular sectors, can hold a relatively small number of stocks, and is non-diversified. It may invest up to 25% of total assets in foreign equities, including up to 15% in emerging markets, via ADRs and similar investments.