The investment seeks total return comprised of current income and capital appreciation. The fund invests at least 80% of its net assets in U.S. and foreign debt securities consisting of corporate bonds and debentures, U.S. government securities, mortgage-backed securities issued by U.S. government-sponsored enterprises and mortgage-backed securities sponsored by private companies other than U.S. government sponsored enterprises, securities of real estate investment trusts that invest principally in mortgages and fixed income securities, securities of closed-end funds and exchange-traded funds, and preferred and convertible securities. It is non-diversified.
Fund filings (PDF) »
Paula Horn (Started: Jan 31, 2012)
Brian Schuster (Started: Feb 9, 2015)
# Contact ?>
Ziegler Capital Management, LLC, 70 W. Madison Street, Suite 2400, Chicagp, USA