The investment seeks protection of investment principal and long-term capital appreciation. The fund invests primarily in equity securities, including both common and preferred stocks, and may invest up to 50% of net assets in derivative instruments. It may invest in companies of any size. The fund may also invest in debt instruments, and may invest up to 25% of net assets in U.S. government or U.S. agency obligations. It may invest up to 25% of net assets directly or indirectly in foreign securities, of which 20% may constitute investments in emerging markets.
0.20 (1.19%) 