The fund invests primarily in equity securities of U.S. and foreign companies. Equity securities in which the fund may invest include common stocks and common stock equivalents (such as rights or warrants, which give the fund the ability to purchase the common stock, and convertible securities, which are securities that are convertible into the common stock). The fund may invest in companies of any market capitalization, including small- and mid-capitalization companies.

资产类别

Equity

发行方

Kovitz

注册地

US

成立日期

2022年12月12日

ISIN

US92046L3539