The fund seeks to meet its objective by actively managing and investing at least 80% of its net assets (plus any borrowings for investment purposes) in U.S.-listed equity securities. In implementing its main strategies, the fund invests primarily in common stocks and real estate investment trusts (REITs), but it may also invest up to 20% of its total assets in common stocks of foreign companies, including depositary receipts. The fund is non-diversified.
Company profile updated October 11, 2026.
As of October 9, 2026. Daily closing data may differ from the live quote shown in the dashboard.
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