The investment seeks to achieve long-term capital appreciation. The fund pursues its investment objective by utilizing an asset allocation strategy. Accordingly, under normal circumstances, the fund provides a greater than 60% allocation to equity investments (including U.S. and international and may include emerging markets) and generally between a 60% to 80% equity allocation. In addition, in generally seeking higher income generation and market outperformance potential, the allocation to equities also focuses on including equities that exhibit higher dividend yields and/or lower valuation ratios.