The fund seeks capital appreciation in the long term by investing in mega-and large-size companies in the United States.
The fund manages assets through two sub-advisers, Barrow, Hanley, Mewhinney & Strauss, LLC and Westwood Management Corp.
The sub-advisers’ investment process is designed to highlight companies included in the benchmark index that are estimated to trade below their fair values.
The fund seeks to replicate the benchmark index by investing up to 30% of its net assets in equity securities, and the fund's remaining assets are managed by the sub-advisors.