This fund generally allocates a minimum of 80% of its total assets, including any borrowed capital for investment, to equity securities issued by U.S. companies. These holdings typically encompass common stocks, various types of depositary receipts, and real estate investment trusts (REITs). Its primary objective is to deliver market-competitive returns over a full economic cycle, but with a demonstrably lower level of price fluctuation compared to the Russell 1000® Index.
