| NASDAQ Exchange | United States Country |
The fund specializes in investing primarily in a variety of equity securities, including a diverse range of stocks and trusts. It aims to manage a portfolio comprising 20 to 40 securities at a time. As a non-diversified fund, it focuses on potentially maximizing returns by investing in a narrower selection of assets compared to diversified funds. This investment strategy is designed to appeal to investors looking for focused exposure in the equity securities market under normal market conditions.
Shares of ownership in public companies, giving holders a claim on parts of the corporation's assets and earnings. Investing in common stocks allows the fund to participate directly in the success of the companies selected for its portfolio.
These are classes of ownership in a corporation that have a higher claim on its assets and earnings than common stock. Preferred stocks typically provide more stable dividends, making them an appealing choice for the fund's income-generating strategies.
This involves investment in partnership businesses, allowing the fund to engage in potentially high-return, albeit higher-risk, ventures compared to purely stock-based investments.
Similar to limited partnerships, these interests allow the fund to partake in the profits of LLCs, combining the tax advantages of partnerships with the liability protections of corporations.
By investing in REITs, the fund can gain exposure to real estate markets without the need to directly buy, manage, or finance property. REITs often offer attractive dividend yields, contributing to the fund’s income.
Includes various types of securitized products that may offer unique benefits and risks, providing additional diversification and investment opportunities within the fund’s non-diversified structure.