The fund seeks capital appreciation and current income in the long term by investing in mid-size companies in the United States.
The disciplined investment process starts with companies in the benchmark index. The research-driven process focuses on stocks with positive fundamentals, compelling valuations, and favorable dividend yields.
The research team through a combination of qualitative analysis and fundamental research identifies attractively-valued, dividend-paying stocks that generate total return including current income.
The fund has the flexibility to invest up to 25% of its assets in non-U.S. securities, including emerging market securities, but seeks to avoid overexposure to any one sector.