Overview
The purpose of this fund
Protect your capital and earn income from a balanced portfolio of stocks and bonds.
- •Conservative portfolio of primarily dividend-paying equities designed to provide capital growth with less volatility
- •Options collar strategy to manage equity risk
- •Tax-efficient corporate class structure
- •Tactical fixed-income strategy to manage duration and credit risk
Managed by -
Neuberger Berman Breton Hill
ESG RatingWhat is ESG?
- EEnvironmental
- SSocial
- GGovernance
ESG ratings, powered by Sustainalytics, evaluate a fund’s exposure to environmental, social, and governance risk factors as well as management efforts to mitigate underlying risks when possible. A lower score indicates low-risk exposure and transparent, active management.
FUND DETAILS
YIELD
N/A
MGMT FEE
NAV
()
EXPAND ALL DETAILS