The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in equity securities of companies with varying market capitalizations, and may include small-, mid-, and large-capitalization companies. Eligible equity securities include convertible securities. The fund invests primarily in equity securities of companies domiciled in the United States, but may invest up to 35% of assets in U.S dollar denominated equity securities of foreign companies, including up to 10% of the funds assets invested in equity securities of companies domiciled in emerging-markets.