The investment seeks to provide long-term growth of capital. The fund normally invests at least 65% of total assets in equities, mainly common stocks of U.S. companies. It generally focuses on established companies that are similar in size to the companies in the S&P 500 (Reg. TM) Index (generally 500 of the largest companies in the U.S.) or the Russell 1000 (Reg. TM) Growth Index (generally those stocks among the 1,000 largest U.S. companies that have relatively higher price-to-earnings ratios and higher forecasted growth values). It may also invest in other types of equity securities such as preferred stocks or convertible securities.
Fund filings (PDF) »
Sebastian Werner (Started: Oct 3, 2016)
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