Dynamic Energy Income Fundĭynamic Energy Income Fund seeks to achieve high income generation and long-term growth of capital by investing in energy and utility company stocks. The expense ratio is 0.65% and the minimum investment is $5,000 ($1,000 for tax-deferred and tax-exempt accounts, including IRA accounts). The management team is headed by Richard M. operations or subsidiaries of foreign companies based in the U.S., preferred stock, master limited partnerships and ETFs. companies and foreign companies with significant U.S. They’ll pursue the goal by investing in all types of income-producing securities including fixed income securities of U.S. Cincinnati Asset Management Funds: Broad Market Strategic Income FundĬincinnati Asset Management Funds: Broad Market Strategic Income Fund seeks to achieve a high level of income consistent with a secondary goal of preservation of capital. The expense ratio is 0.60% after waivers. The minimum initial investment for Y class shares, which are available only through financial advisers, is $5000 for regular accounts and $2000 for IRAs. Lessnau, of World Asset Management (the subadviser) who is the Senior Portfolio Manager. Calvert Social Index FundĬalvert Social Index Fund, “Y” shares, seeks to match the performance of the Calvert Social Index®, which measures the investment return of large- and mid-capitalization stocks. The expense ratio is 1.45% and $1000 minimum for “A” shares. The fund is managed using a team-based approach with Kevin Daly as the lead portfolio manager. Aberdeen Emerging Markets Debt Fund seeks long-term total return by investing in investment grade and high yield emerging markets debt securities.
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