Long-term Horizon
Long-term investment focus with moderate investment turnover.
Large-Cap Focus
Underlying holdings must have at least a $7 billion market-cap at initiation.
Small/Mid-Cap Focus
At least 80% of net assets will be in small and mid capitalization companies at time of purchase, meaning the market cap is between $200 million and the capitalization of the largest company in the Russell 2500 Index.
U.S.-Listed Underlying Holdings
Securities held may include U.S.-listed public companies, ADRs and REITs.
