| NASDAQ (NMS) Exchange | US Country |
The fund is an investment entity that seeks to achieve its objective by predominantly investing in common stocks with high growth potential. It specifically focuses on medium-sized companies, aligning its investment strategy with the dynamics and opportunities found within this sector of the market. The definition of medium-sized companies is based on their market capitalization, with the fund targeting those whose size falls within the range of the companies listed in the Russell Midcap® Growth Index. Market capitalization serves as a critical measure, guiding the fund’s investment decisions and strategies. Additionally, the fund exhibits a flexible investment approach by incorporating foreign securities into its portfolio, thereby diversifying its investment scope and potentially enhancing the overall investment returns.
The fund primarily allocates its investments in common stocks that are selected based on their growth potential. This strategy is aimed at capitalizing on the appreciation of these assets over time, thus generating significant returns for the investors.
In line with its investment strategy, at least 50% of the fund’s equity assets are invested in medium-sized companies. These are defined as companies with a market capitalization that aligns with the scope of the Russell Midcap® Growth Index. This focus is driven by the belief that medium-sized companies offer a beneficial mix of growth potential and stability.
The fund uses market capitalization as a key metric for selecting investment opportunities. Market capitalization not only measures the size and value of a company but also helps in assessing its stability and potential for growth, making it a fundamental factor in the fund’s investment decision-making process.
Apart from investing in domestic stocks, the fund expands its investment horizon by including foreign securities in its portfolio. This diversification strategy aims at accessing global growth opportunities, thus potentially mitigating risks associated with domestic market fluctuations and enhancing the overall return on investment.