The fund's primary goal is to generate substantial capital appreciation over an extended period. It typically commits a minimum of 65% of its total assets to stocks and other equity-linked investments. These holdings are in companies with market valuations exceeding $1 billion, which the portfolio manager believes exhibit superior growth prospects. Such firms are generally classified as medium- to large-capitalization entities. The equity-related securities that the fund predominantly utilizes include common shares, preferred stocks that are not convertible, and various convertible securities.
Sector exposure data isn't available for this fund yet.
Holdings data isn't available for this fund yet.
