33.50
+0.01(+0.03%)
Currency In USD
Address
Milwaukee, WI 53202
Milwaukee, WI 53202
United States of America
Phone
844-828-1919
Website
N/A
Sector
Financial Services
Industry
Asset Management
Employees
N/A
First IPO Date
November 06, 1992
The investment seeks to provide high total return consisting of capital appreciation and current income. The fund invests in a mix of common stocks and other equity securities of U.S. companies of any market capitalization and fixed income securities which are primarily investment grade and may be of any maturity. Normally, it will maintain at least 65% of the value of its assets in equity securities and at least 25% of the value of its assets in fixed income securities. Fixed income securities include asset- and mortgage-backed securities.