The investment seeks to provide consistent total return and secondarily, to provide a high level of income and gains from options premiums. The fund normally invests at least 80% of total assets in common stocks. It may also invest up to 25% of total assets in foreign securities. The fund’s investment adviser will allocate the fund’s assets among stocks in various sectors of the economy based upon the investment adviser’s views on forward earnings growth rates. The fund seeks to generate current earnings from option premiums by writing (selling) covered call options on a substantial portion of its portfolio securities.
Fund filings (PDF) »
Frank E. Burgess (Started: Apr 1, 2006)
Ray DiBernardo (Started: May 1, 2010)
# Contact ?>
Madison Mosaic, 500 Science Drive