|Net Assets||2.48 Bil|
|Morningstar Risk||Below Average|
- Last NAV update 12/10/2013 4:00 PM ET
|The investment seeks total return. The fund invests a majority of its assets in equity and fixed-income securities, including floating and fixed rate bank loans and both growth and value stocks, of leveraged U.S. companies of any size that the adviser believes have favorable investment potential. It may also invest in fixed income securities of other issuers, in securitized debt instruments (such as mortgage- and asset-backed securities), in companies of any size and in companies that are not leveraged. The fund is non-diversified.|
- Year to date performance as of 12/10/2013 12:00 AM ET
|Fund Manager||David Glancy|
|Minimum Initial Purchase||0.00|
|Minimum IRA Investment||NA|
- * Annualized returns
- Performance as of 12/10/2013 12:00 AM ET
|Net Assets||2.48 Bil||687.24 Mil|
|Avg Market Cap||18.36 Bil||7.34 Bil|
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