Who this Fund is designed for
Investors who are going to stay invested for at least 5 years
and seek a Fund that:
- Offers a wide breadth of investment opportunities in the U.S.,
a market that is both developed and liquid, and home to the
largest economy in the world
- Is managed with a focus on long-term consistency and
repeatability
- Targets being fully invested in securities with minimal
cash
Portfolio characteristics
- Focuses on large U.S. companies
- On average, 35 - 85 holdings
- Holding period for stocks is typically 3 - 5 years
- Typical diversification at time of purchase: 5% maximum per
security; industry weightings generally do not exceed the greater
of (a) 20% of the fund or (b) 150% of the S&P 500 Index
weight
- No currency hedging
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