The Fund’s investment objective is capital appreciation, measured in U.S. Dollars. The Fund invests primarily in a portfolio of mid-cap growth U.S. equity securities.
The Fund invests primarily (i.e., at least 70% of its total assets) in equity and equity-related securities of issuers with medium capitalizations that are based in the U.S. or exercise a preponderant part of their economic activity in the U.S. The Fund must at all times invest at least 50% of its total assets in equity and equity-related securities which are not convertible bonds.