| NASDAQ Exchange | United States Country |
The fund is designed for investors seeking to invest in mid cap companies through a diversified equity portfolio. By targeting mid cap companies, the fund aims to achieve growth by investing in firms that offer potential for substantial returns. It is managed by a combination of the fund's investment adviser alongside affiliated and unaffiliated sub-advisers, ensuring a varied and well-rounded approach to asset management. The strategic allocation of at least 80% of the fund's net assets, plus any borrowings for investment purposes, in mid cap companies' equity securities underscores its focus on this market segment. Additionally, the possibility of investing up to 15% in foreign issuer equity securities offers a minor international exposure to investors, providing a blend of domestic and slight international investment opportunities.
This fund offers investors a distinct array of investment strategies focusing on equity securities of mid cap companies. Below are the products and services offered:
The core service involves investing at least 80% of its net assets, plus any borrowings for investment purposes, directly into the equity securities of mid cap companies. This primary focus aims to capitalize on the growth potential of mid-sized firms.
To diversify risk and optimize returns, the fund allocates its assets among multiple investment strategies. These strategies are managed by the fund's investment adviser, along with affiliated and unaffiliated sub-advisers, each bringing their expertise in investing primarily in mid cap company equities.
In addition to its primary focus on domestic mid cap companies, the fund offers the flexibility to invest up to 15% of its net assets in the equity securities of foreign issuers. This inclusion allows for potential international market gains and diversification beyond the U.S. market.