Fund Description

The fund primarily invests at least 80% of its assets in income-producing equity securities that provide current dividends while also showing potential for capital appreciation, focusing largely on large cap value stocks. It may also invest in lower-quality debt securities and other equity securities, including common and preferred stocks, convertible securities, and hybrid instruments. The fund invests in both domestic and foreign issuers and employs fundamental analysis to select investments based on each issuer's financial condition, industry position, and broader market and economic conditions. Derivatives may be utilized to gain exposure to various investments in alignment with its investment policies.