| NASDAQ Exchange | United States Country |
The fund is designed for investors looking for dividend income combined with the potential for capital growth by investing in undervalued equity securities. It targets securities believed to be undervalued by the portfolio managers, leveraging various valuation measures to identify such opportunities. Additionally, the fund has the flexibility to invest a portion of its assets internationally, allowing for diversification beyond domestic markets.
This service focuses on investing in equity securities that provide dividend income. It aims to offer a steady income stream to investors by selecting companies that regularly distribute a portion of their earnings in the form of dividends.
The fund employs a valuation-based investment approach, seeking out securities that are considered undervalued. This method relies on various valuation measures to assess whether a security's price accurately reflects its intrinsic value, eyeing opportunities where potential for appreciation exists.
Up to 25% of the fund's net assets may be allocated to securities of foreign issuers. This diversification strategy allows investors to gain exposure to international markets, potentially benefiting from geopolitical and economic variances across different regions.