Strategy. Under normal circumstances, we invest: at least 80% of the Funds net assets in equity securities of large capitalization U.S. companies. The Fund invests principally in equity securities of large capitalization U.S. companies. We define large-capitalization companies as those with market capitalizations within the range of the S&P 500 Index at the time of purchase. The market capitalization range of the S&P 500 Index was $ 6.79 billion to $ 4.93 trillion as of October 31, 2025 and is expected to change frequently. We may also use futures contracts in order to equitize cash. The Fund is considered to be non-diversified, which means that it may invest its assets in a smaller number of issuers than a diversified fund. The … Show more… Under normal circumstances, we invest: at least 80% of the Funds net assets in equity securities of large capitalization U.S. companies. The Fund invests principally in equity securities of large capitalization U.S. companies. We define large-capitalization companies as those with market capitalizations within the range of the S&P 500 Index at the time of purchase. The market capitalization range of the S&P 500 Index was $ 6.79 billion to $ 4.93 trillion as of October 31, 2025 and is expected to change frequently. We may also use futures contracts in order to equitize cash. The Fund is considered to be non-diversified, which means that it may invest its assets in a smaller number of issuers than a diversified fund. The Funds portfolio managers attempt to incorporate a consistent, disciplined, and repeatable process that combines fundamental analysis with a proprietary valuation framework that seeks to exploit the price inefficiencies of high-quality growth companies relative to their future growth prospects. As part of its fundamental analysis, the portfolio management team looks for growth companies that they believe have a definable business franchise with a distinct competitive advantage, solid long term growth prospects, a strong financial condition and a high-quality management team with interests aligned with shareholders. The portfolio management team seeks to manage portfolio risk by investing in companies across a proprietary set of growth classifications (core growth, consistent growth, cyclical growth, and emerging growth). In addition, the team looks to be aware of how sustainability considerations influence investment outcomes and believes effective risk management requires consideration of material environmental, social and governance (ESG) risks. In-house methodologies and scores are used to better understand and assess material ESG risks. The Fund may sell a security when it has met or exceeded the portfolio managers valuation expectations, when there has been a deterioration of the issuers fundamentals or to take advantage of a better investment opportunity. Show less