The investment seeks long-term growth of capital and income. The fund invests primarily in equity securities of U.S. companies, such as common and preferred stocks. The portfolio managers combine various investment management styles, which may include core, growth and value, designed to produce a broadly diversified portfolio. As a result, it has characteristics similar to the Standard & Poor�s 500� Composite Stock Index, including average market capitalization and dividend yield potential. The fund also may invest to a lesser extent in foreign (non-U.S.) securities and debt securities.
Fund filings (PDF) »