| NASDAQ Exchange | US Country |
The fund represents a strategic investment approach, focusing on the acquisition of both dividend-paying and non-dividend-paying common stocks from U.S. companies that exhibit financial strength and fulfill specific valuation criteria. This approach is firmly rooted in the principles of value investing, guided by Classic Valuation Analysis. Targeting primarily large capitalization entities, the fund sets a benchmark for investment, engaging with companies boasting market capitalizations of at least $2 billion at the time of purchase.
The fund offers a comprehensive investment service focused on identifying undervalued stocks within the U.S. market, characterized by two key offerings: