The investment seeks to produce current income while providing an opportunity for capital appreciation. The fund invests in equity securities of companies with a market capitalization of over $1 billion and a history of dividends, with the ability to increase dividends over time. It normally invests at least 80% of its net assets in dividend paying equity securities. The fund generally invests in 40-60 companies at any given time. The adviser may write (sell) covered call options against equity holdings, not to exceed 25% of the fund's equity holdings. The fund may also invest up to 25% of its common stock allocation in foreign securities.
Fund filings (PDF) »
Jay Sekelsky (Started: Feb 1, 1990)
Drew Justman (Started: Apr 19, 2013)
John Brown (Started: Feb 15, 2012)
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