The investment seeks total return on investment, with dividend income an important component of that return. The fund normally invests at least 65% of its assets in dividend-paying stocks, and the Advisor focuses on those it believes are undervalued or out-of-favor. It may invest in convertible bonds and other securities [such as preferred stock and real estate investment trusts ("REITs")] that contain aspects of both stocks and bonds. The fund generally invests in mature, middle and large-capitalization U.S. corporations.
Fund filings (PDF) »
Kirk Mentzer (Started: Mar 1, 2001)
# Contact ?>
Huntington, 2960 N. Meridian St., Suite 300