Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in mega capitalization equity securities. The Sub-Adviser considers mega capitalization companies to be the largest 10% of stocks included in the Russell 3000 Index by market capitalization. The equity securities in which it invests are mainly common stocks. 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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