This fund's core mission is to achieve a balanced pursuit of three main financial objectives: generating consistent income, promoting capital growth, and preserving the initial investment principal. Its investment approach centers predominantly on common stocks and other equity-based securities, such as preferred shares. Furthermore, the fund has the flexibility to allocate up to 20% of its total assets to investments located outside the United States, specifically those not included in the S&P 500 Index. When engaging in such international investments, its primary geographic focus will be Canada.

فئة الأصول

Equity

الجهة المصدرة

Capital Group

موطن التسجيل

US

تاريخ التأسيس

25 يونيو 2024

عدد الحيازات

95

ISIN

US14020U1007