Income Equity

Summary

This Fund may be a good choice for those moderate-risk investors looking for a relatively high level of current income, but don't want to forego the capital appreciation potential of the stock market. Using quantitative analysis, our experienced investment management team buys and sells securities based on such factors as a company's current income, prospects for growth and capital appreciation potential. The Fund will, under normal circumstances, invest at least 80% of its net assets in income-producing equity securities, including dividend-paying common and preferred stocks.

Fund Objective

Current Income and Capital Appreciation

Fund Strategy

• Apply a proprietary quality score to screen out low-quality securities, then select stocks from the remaining universe of securities to attain the appropriate quality and yield exposures.
• Maintain a conservative, broadly diversified portfolio of companies with strong prospects for growth and appreciation potential.

Investor Profile

If you are a moderate-risk investor looking for a relatively high level of current income, but don't want to forego the capital appreciation potential of the stock market, you may like this Fund.

Risk/Reward Potential