The fund's main objective is to achieve long-term capital appreciation. Its investment strategy typically allocates around 65% of its assets to companies with large market capitalizations and the remaining 35% to businesses categorized as small or mid-capitalization. These target percentages reflect anticipated allocations in normal market conditions and may be adjusted over time. The portfolio maintains a focused approach, generally investing in a maximum of 40 individual securities; the large-cap segment typically includes 10 to 20 stocks, while the small- and mid-cap portion usually holds approximately 20 companies. This fund is structured as a non-diversified investment.
Sector exposure data isn't available for this fund yet.
Holdings data isn't available for this fund yet.
