The fund seeks capital appreciation by investing in companies across any size in the United States.
The sub-adviser’s investment process is designed to highlight companies in the benchmark index that demonstrate long-term growth potential.
In selecting securities for the portfolio, the research team utilizes fundamental analysis to identify companies with accelerating operating characteristics.
Then the team constructs a diversified portfolio that represents a wide range of industries, companies, and market capitalizations.
In addition, the fund may focus in one or more sectors based on market or economic conditions.
The fund may invest in securities of any market capitalization, but tends to focus on medium and large companies.
The fund may invest up to 25% of its net assets in securities of foreign issuers.