The investment seeks long-term capital appreciation while secondarily striving for income. The fund invests primarily in US and foreign equity securities, including both common and preferred stocks, and shares of other investment companies. It may invest up to 50% of its net assets in options for hedging purposes and income generation through covered calls. The fund may invest up to 25% of its net assets in U.S. government or U.S. agency obligations. Additionally, it may have up to 75% of its net assets invested directly or indirectly in foreign equity securities, including investments in emerging equity markets.
Fund filings (PDF) »
Laurence Balter (Started: Jan 3, 2011)
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Oracle, 182 Island Blvd. FL, Fox Island, WA 98333, USA