| ARCA Exchange | US Country |
This fund is specifically designed for investors seeking to diversify their investment portfolios through equity securities. By adhering to a strategy that involves investing at least 80% of its net assets, along with any borrowings for investment purposes, in equity securities, the fund aims to capitalize on the growth potential of these assets. Primarily focusing on common stocks, the fund is not restricted by the market capitalization of the companies it invests in, allowing for a broad spectrum of investment opportunities. Additionally, the inclusion of real estate investment trusts (REITs) within its investment scope provides an avenue for investment in the real estate sector, further diversifying its portfolio.
The main investing focus of the fund lies in equity securities, particularly common stocks. This includes investments in a diverse range of companies, irrespective of their market capitalization, offering investors exposure to various sectors and industries. By prioritizing equity securities, the fund aims to leverage the potential for capital appreciation, which is often higher in equities compared to other asset classes.
In addition to common stocks, the fund also invests in real estate investment trusts (REITs), allowing for broader diversification of the investment portfolio. REITs offer a way to invest in real estate without the need for direct property ownership, providing investors with potential income streams through dividends and the possibility of capital appreciation. This segment of the fund's investments further diversifies risks and enhances the potential for returns.