The investment seeks to provide a combination of income and capital appreciation. The fund invests at least 80% of assets in a combination of debt securities and income-producing equity securities. It ...
The fund's stock holdings gained 13.22% in Q2, outpacing the S&P 500 ® index by 2.27 percentage points. For the quarter, the fund's Retail Class shares gained 8.14%, outpacing the 6.04% advance of the ...
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