The investment seeks to provide shareholders with regular current income, the potential for capital appreciation and a moderate level of risk by investing in a diversified portfolio; the secondary objective of the investment is to provide a current income yield of at least 25% greater than that of the S&P 500 Index. The fund emphasizes investments in common stock and other securities convertible into common stock as well as fixed income securities such as corporate bonds and United States government securities. It may also invest in ADRs and other foreign securities.
Fund filings (PDF) »
Ronald Kaliebe (Started: Jan 1, 2006)
William Frels (Started: Jul 1, 1992)
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