This fund primarily allocates its capital to U.S. stocks, aiming to replicate the returns of the U.S. large-cap value equity market, specifically benchmarked against the S&P 500 Value Index. Under typical market conditions, a minimum of 80% of its portfolio value will be dedicated to securities issued by or otherwise connected to the constituents of its benchmark. Furthermore, a central tenet of its investment strategy involves selecting companies that adhere to the fundamental principles of Stewardship Investing.
