Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Under normal circumstances, at least 80% of the fund"s net assets (plus the amount of any borrowings for investment purposes) will be invested in the equity securities of U. companies as companies whose securities are traded principally in the United States or that have their principal place of business in the United States.
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