The investment seeks to achieve a competitive risk-adjusted total return balanced between dividends and capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in the equity securities of companies identified by the fund’s investment sub-advisor, Energy Income Partners, LLC (“EIP” or the “Sub-Advisor”), as Power Solutions Companies. The fund is non-diversified.
vs benchmark PHLX Utilities PR USD
Risk statistics are 3-year, month-end-based.