SubadvisorWellington Management Company LLP
Morningstar CategoryLarge Growth
- Paul E. Marrkand, CFA | Wellington Management Company LLP | Managed the fund since February 2012
- Joel Thomson | Wellington Management Company LLP | Managed the fund since January 2019
The Fund seeks long-term growth of capital.
The investment seeks long-term growth of capital. The fund invests primarily in domestic equity securities that the fund's sub-adviser believes offer the potential for long-term growth. Equity securities may include common stocks, preferred stocks, securities convertible into common or preferred stock, rights, and warrants, of issuers of any size. It may also invest up to 20% of its total assets in foreign securities and American Depositary Receipts ("ADRs"), including emerging market securities. The fund may hold a portion of its assets in cash or cash equivalents.
Fund BasicsReturn to Top
The Fund’s Principal Risks include - Cash Position Risk, Convertible Securities Risk, Equity Securities Risk, Foreign Investment Risk; Emerging Markets Risk; Currency Risk, Growth Company Risk, Large Company Risk, Liquidity Risk, Management Risk, Market Risk, Preferred Stock Risk, Sector Risk, Small and Mid-Cap Company Risk, Valuation Risk. Please refer to the summary prospectus (a copy can be obtained by sending an email to firstname.lastname@example.org) for more information on the specific risks.