The investment seeks long-term capital appreciation and current income. The fund invests in a portfolio of both equity and fixed income securities. It invests primarily in companies with market capitalizations of $1 billion or more. The fund may also invest a portion of its assets in other equity securities, including ETFs that invest primarily in common stocks, straight preferred stocks, convertible preferred stocks and convertible bonds. It may invest up to 25% of its net assets in ETFs.
Fund filings (PDF) »
John Bruce (Started: Jul 3, 1989)
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C/O Ultimus Fund Solutions, LLC, 225 Pictoria Drive, Suite 450, Cincinnati OH 45246, USA