Description

This fund primarily aims to achieve both capital growth and a consistent income stream for its investors. Under typical market conditions, at least 80% of the fund's total holdings—which include its net assets combined with any borrowed funds used for investment purposes—will be allocated to equity securities issued by corporations that regularly distribute dividends. These equity investments may encompass common stocks, various debt instruments, and preferred stock that is convertible into common shares. Although the portfolio primarily focuses on securities from large-capitalization companies, it retains the flexibility to invest in equities across the full spectrum of market capitalizations.