1. The fund achieved returns of 5.53% (Institutional shares) and 5.50% (Investor A shares, without sales charge) for Q3 2024. 2. The fund had overweight positions in industrials, IT, and healthcare sectors, and underweight positions in financials, utilities, and materials sectors. 3. The fund increased its exposure to IT, communication services, and consumer discretionary sectors, while reducing allocations to consumer staples, financials, and energy sectors.
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