The fund seeks primarily capital appreciation and secondarily current income by investing in companies across any size in the United States.
The sub-advisor's investment process is designed to highlight undervalued companies.
The research process employs fundamental analysis to identify companies with characteristics such as good business, shareholder-oriented management or low purchase price.
The fund has the flexibility to invest up to 30% of its net assets in securities of foreign issuers or at times hold assets in cash and cash equivalents.