| NASDAQ Exchange | US Country |
The company in focus operates as an investment fund, placing a significant emphasis on equity securities, specifically targeting common and preferred stocks within the U.S. market. It is strategically invested in companies boasting a market capitalization of at least $1 billion at the time of purchase, selecting those believed to possess above-average growth prospects. This approach is designed to cater to investors aiming for capital growth through investments in mid and large cap companies, which are expected to maintain or achieve higher than average earnings growth over time.
The core offering involves investing in equity securities, primarily focusing on common and preferred stocks. This product is ideal for investors looking for growth opportunities in the stock market, focusing on U.S. companies with a solid foundation and promising growth prospects.
Another key offering is the carefully curated portfolio of mid and large cap companies, which are selected based on their potential to achieve or maintain above-average earnings growth. This service caters to investors who are keen on investing in established companies with a clear growth trajectory.
Up to 20% of the fund's total assets may be allocated to securities of foreign issuers. This includes investments in companies either located or conducting business in emerging markets, offering investors a taste of international diversification and exposure to global growth opportunities.