The fund seeks high total return by investing in companies across any size in the United States.
The sub-advisor’s investment process is driven by fundamental analysis to assess a company’s financial performance, company strength and prospects, industry position, and business model and management strength.
The process also considers industry outlook, market trends, and general economic conditions.
The portfolio is broadly diversified across major economic sectors in terms of both sector and position size. The sub-advisor uses quantitative models to rank securities within each sector to identify potential buy and sell candidates for further fundamental analysis.
The portfolio is comprised of both growth and value stocks. The portfolio may at times have significant exposure to one or more industries or sectors, and may hold a portion of its assets in cash or cash equivalents.
The fund generally will not invest more than 15% of its net assets in securities of foreign issuers.