Closed-End Strategy: Value Equity and Income Portfolio


The Portfolio seeks to provide current income and the potential for capital appreciation.

Strategy Description

The Portfolio seeks to achieve its objective by investing in a portfolio consisting of common stock of closed-end investment companies (known as "closed-end funds"). These closed-end funds generally focus on total return securities, sectors or strategies, such as convertible securities, covered call option strategies, energy, equity dividend securities, high-yield strategies, preferred securities, real estate investment trusts (REITs), senior loans, master limited partnerships (MLPs), tax-advantaged dividend securities and other total return strategies.




Asset Class

Investment Strategy/Goal

Investment Type/Style