| OTCM Exchange | United States Country |
The fund is designed to provide investors with exposure to U.S. large capitalization companies through equity securities. It aims to allocate at least 80% of its assets towards companies with a market cap of at least $2.0 billion at the time of investment, highlighting a clear focus on established, potentially more stable investments within the American market. Moreover, it provides the flexibility to invest up to 20% in foreign equity securities, offering a modest diversification into international markets. This investment approach may appeal to those looking for a blend of domestic stability and international exposure.
The bulk of the fund’s investments are directed towards equity securities — including common and preferred stock, convertible securities, as well as American Depositary Receipts (ADRs) — of U.S. companies that are considered large capitalization, meaning they have a market capitalization of at least $2.0 billion at the time of investment. This focus seeks to harness the growth and value potential of major corporations within the U.S. economy.
Up to 20% of the fund's net assets may be invested in foreign equity securities, which allows investors to tap into the growth potential of non-U.S. markets. This segment includes investments in companies that may offer diversification benefits beyond the American economic and regulatory environment, potentially reducing overall investment risk and contributing to the portfolio’s performance through exposure to global markets.