1789 Growth and Income Fund Class C (PSECX)

Overview

The fund is designed to provide a diversified investment portfolio by focusing on a combination of equity and debt securities, along with convertible securities. It aims to achieve its objective by strategically investing in common stocks, preferred stocks, warrants, and a variety of debt securities. Additionally, the fund diversifies its investments by allocating assets in other investment companies, including mutual funds and ETFs that primarily invest in similar securities. It extends its diversification by investing in ETFs that hold physical commodities, offering investors exposure to precious metals such as gold and silver. This approach provides investors with a balanced and diversified investment option, aiming to achieve favorable returns.

Products and Services

• Equity Securities Investments

The fund invests in a mix of common stocks, preferred stocks, and warrants. This investment strategy is designed to tap into the growth potential of various companies across different sectors, offering investors a chance to benefit from equity appreciation.

• Debt Securities Investments

By including debt securities in its portfolio, the fund seeks to provide investors with a steady income stream. This includes bonds and other debt instruments that can offer regular interest payments, contributing to the fund's income generation capabilities.

• Convertible Securities Investments

Convertible securities offer the fund flexibility and growth potential. These instruments can be converted into a predefined amount of common stock, allowing investors to participate in the equity appreciation of the issuing company while also enjoying the fixed income features of a bond.

• Investments in Other Investment Companies

The fund diversifies its portfolio by investing in mutual funds and ETFs that focus on similar securities. This strategy allows the fund to tap into the expertise of other fund managers and diversify its investment risks and opportunities further.

• Commodity ETF Investments

Investing in ETFs that hold physical commodities, such as gold, silver, and other precious metals, provides the fund with a hedge against inflation and currency devaluation. This investment strategy diversifies the fund's portfolio beyond traditional securities, offering added protection against market volatility.