Educational tool only ā 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, the fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities issued by U. The fund will be managed pursuant to a "focused" strategy whereby the fund"s investment adviser will typically invest the fund"s assets in a small number of issuers.
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