The investment seeks long-term capital appreciation and current income. The fund will invest at least 80% of its net assets (including any borrowings for investment purpose) in dividend-paying equity securities of foreign and domestic companies. Up to 20% of the fund's net assets may be invested in non-dividend paying equities, domestic and foreign fixed income securities, ETFs, ETNs, and/or in option strategies to enhance the fund's returns or to mitigate risk and volatility. It may invest without limitation in securities of foreign issuers, and up to 50% of its net assets in the securities of issuers located in emerging markets.
Fund filings (PDF) »
Donald Schreiber, Jr. (Started: Dec 29, 2010)
Gary Stroik (Started: Dec 29, 2010)
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