The investment seeks to provide investors with current income; seeking to preserve capital is a secondary consideration. The fund may invest in corporate bonds, U.S. Treasury bills, bonds and notes, debt securities issued by U.S. government agencies, preferred stocks, asset-back securities, mortgage-backed securities, municipal bonds and dividend-paying common stocks, including securities issued by real estate investment trusts ("REITs") and exchange-traded funds ("ETFs"). It invests in securities that the fund's investment advisor believes are undervalued.
Fund filings (PDF) »
George Cipolloni (Started: May 1, 2006)
Mark Saylor (Started: Jan 31, 2014)
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Berwyn, 11189 Lancaster Avenue, Milwaukee, DE 53233, USA