基本資料
個股的基本資料,以及所屬的類股和產業。
公司介紹
業務介紹
本投資旨在追求資本增值。該基金主要投資於不同市值範圍的美國公司的普通股。目前它主要關注較大市值的發行人,這些公司的市值被認為等同於羅素1000指數中的公司。投資組合經理利用基本面研究為基金投資組合選擇證券,包括成長型和價值型股票。該基金旨在通過應用行業和持倉規模的投資參數,維持在主要經濟行業中廣泛多元化的投資組合。
The investment seeks capital appreciation. The fund mainly invests in common stocks of U.S. companies of different capitalization ranges. It currently focuses on larger capitalization issuers, which are considered to be companies with market capitalizations equal to the companies in the Russell 1000. The portfolio managers use fundamental research to select securities for the fund's portfolio, which is comprised of both growth and value stocks. The fund aims to maintain a broadly diversified portfolio across major economic sectors by applying investment parameters for both sector and position size.
警語
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