|875 Third Avenue , New York, NY 10022|
|Fund Manager||Team Managed|
The fund seeks to maximize income while maintaining prospects for capital appreciation. The fund invests in a broad range of both traditional asset classes (such as equity and fixed income investments) and alternative asset classes (such as real estate, infrastructure, convertibles, commodities, currencies and absolute return strategies). The fund can buy many types of securities, among them common stocks, including dividend-paying stocks, convertible securities, corporate bonds, government bonds, municipal securities, inflation indexed bonds, mortgage-and asset-backed securities, exchange traded funds (ETFs) and exchange-traded notes (ETNs). The fund invests at least 25% of net assets in fixed income senior securities. The fund can invest in securities of any size, investment style category, maturity, duration or credit quality including high-yield debt securities (i.e.,junk bonds), and from any country (including emerging markets).
|Asset Type||% Of Allocation|
|Total Net Assets||552.22 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$500|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|CWB||SPDR BLOOMBERG BARCLAYS CONVE||2.90%|
|AMZN||AMAZON COM INC||1.28%|
|RIO||RIO TINTO PLC SPON ADR||1.16%|
|PM||PHILIP MORRIS INTERNATIONAL||0.61%|
|VOD||VODAFONE GROUP PLC SP ADR||0.51%|
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