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Convertible Fund

Summary

Summary

What is the Convertible Fund?

The Fund seeks to deliver current income and the opportunity for capital appreciation by investing primarily in convertible securities.

Fund Basics

Total Net Assets
-
Inception Date
Dividend Frequency
-
Number of Holdings
-

RELATED CONTENT

Why Convertibles May Make Sense in Today’s Market
Why Convertibles May Make Sense in Today’s Market
April 27, 2020

An allocation to convertible securities may potentially help mitigate downside risk during volatile times, while allowing investors the opportunity to participate in an equity market recovery.

During Equity Sell-Offs, Historically, Convertibles Have Offered Resilience
During Equity Sell-Offs, Historically, Convertibles Have Offered Resilience
March 16, 2020

Historically, convertible bonds have offered the opportunity to maintain exposure to the long-term potential of equities while better withstanding sharp sell-offs and offering the potential for higher yields.

During Equity Sell-Offs, Historically, Convertibles Have Offered Resilience
During Equity Sell-Offs, Historically, Convertibles Have Offered Resilience
March 16, 2020

Historically, convertible bonds have offered the opportunity to maintain exposure to the long-term potential of equities while better withstanding sharp sell-offs and offering the potential for higher yields.

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Performance

Performance

Portfolio

Portfolio

Portfolio Positioning as of 06/30/2020

  • We have reduced the Fund’s overall equity sensitivity (delta), as we acknowledge how much the equity markets have rebounded in such a short time. We have maintained our opportunistic and flexible approach, and will continue to adapt to the ever changing market and economic environment.
  • We have maintained the Fund’s exposure to digital enablers of commerce, including e-commerce, distanced learning, and datacenter/internet infrastructure providers, and we believe that these are areas of the market that were net beneficiaries during the Covid-19 induced selloff. We expect they will continue to benefit as consumer behavior and habits change.
  • Additionally, we have added some measured exposure to industries like airlines, cruises, and casinos. Our general view is that the U.S. economy will continue to reopen. However, we are mindful that there are regions of the United States that will see an increase in coronavirus cases and hospitalizations, and they may eventually be forced to reintroduce restrictive measures on their local economies. We are monitoring the trend in positive test rates and hospitalization rates to help inform our view as to how this may play out.

Dividends & Cap Gains

Dividends & Cap Gains

Fees & Expenses

Fees & Expenses

Fund Documents

Fund Documents

Fund Document Not Available.

Class P - Performance is shown at net asset value (NAV). Class P shares are not subject to front-end or back-end sales charges.

Class P shares are only available on a limited basis through certain financial intermediaries and retirement and benefit plans. For additional information, see the Fund’s current prospectus.

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