The investment seeks long-term growth of capital.
The fund invests at least 80% of its net assets in a diversified portfolio of equity securities of small- to mid-capitalization U.S. companies, generally representing 60 to 125 companies. It may enter into derivatives transactions. The fund may use options strategies involving the purchase and/or writing of various combinations of call and/or put options. It may, at times, invest in shares of ETFs in lieu of making direct investments in equity securities.