This fund predominantly allocates its capital to common equities. A substantial portion, specifically no less than 80% of its total assets, is directed toward companies whose core activities involve generating, utilizing, or advancing offerings, methodologies, or solutions positioned to significantly benefit from or contribute to technological innovation and progress. Its portfolio encompasses both U.S.-based and international enterprises. Investment decisions are made using a detailed fundamental analysis, assessing elements such as an issuer's financial stability, its competitive standing in its industry, and the broader economic and market landscape. This fund employs a non-diversified investment approach.