The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States.
The investment process is designed to highlight companies demonstrating growth at a reasonable price characteristic. The process is a blend of equity securities of either growth or value companies.
The portfolio allocates a higher percentage of capital to sectors that demonstrate the best fundamentals for growth at a reasonable price and value.
The fund has the flexibility to invest up to 20% of its net assets in securities of foreign issuers.
