The investment seeks to provide above-average and growing income while also achieving long-term growth of capital. The fund invests in a diversified portfolio comprised primarily of above-average dividend yielding, undervalued equity securities with dividend growth potential. It normally invests at least 80% of the fund's net assets in equity securities of companies that are paying dividends at the time of purchase. The fund invests in a variety of major market sectors in an attempt to control risk through diversification. It invests primarily in companies with market capitalizations of $1 billion or more.
Fund filings (PDF) »
John Bruce (Started: Jul 30, 1993)
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C/O Ultimus Fund Solutions, LLC, 225 Pictoria Drive, Suite 450, Cincinnati OH 45246, USA