The investment seeks to provide an above-average level of current income and reasonable long-term capital appreciation. The fund invests mainly in common stocks of mid-size and large companies whose stocks typically pay above-average levels of dividend income and are, in the opinion of the purchasing advisor, undervalued relative to other such stocks. In addition, the advisors generally look for companies that they believe are committed to paying dividends consistently. Under normal circumstances, it will invest at least 80% of its assets in equity securities. The fund uses multiple investment advisors.
Fund filings (PDF) »
W. Michael Reckmeyer (Started: Aug 15, 2007)
Michael Roach (Started: Jan 27, 2012)
Binbin Guo (Started: Jan 27, 2016)
James Stetler (Started: Dec 31, 2003)
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