The investment seeks maximum total return. The fund seeks to achieve its investment objective by investing primarily in a combination of U.S. and foreign equity and debt securities and cash. It invests in equity securities, such as common and preferred stocks, principally for their capital appreciation potential and investment-grade debt securities principally for their income potential. The fund invests in cash principally for the preservation of capital, income potential or maintenance of liquidity. The portion of the fund invested in debt securities normally has a weighted average maturity of approximately five to ten years.
Fund filings (PDF) »
Greg Hartch (Started: Jan 1, 2011)
Jeffrey Palma (Started: May 1, 2013)
David Wiederecht (Started: Jan 1, 2011)
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