The investment seeks current income and capital appreciation. The fund invests principally in equity securities of large and mid-sized companies that have a history of increasing dividends and that have the potential for capital appreciation. Its portfolio management team uses fundamental research and quantitative analysis to select the fund's investments, while seeking to maintain an investment portfolio with industry, sector, and capitalization weightings and other portfolio characteristics that generally are similar to those of the S&P 900 10-Year Dividend Growth Index.
Fund filings (PDF) »
Frederick Ruvkun (Started: Sep 27, 2012)
Walter Prahl (Started: Sep 27, 2012)
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