The Fund seeks high long-term total return through growth and current income. The Fund invests primarily in a diversified portfolio of convertible, equity and fixed-income securities, with equal emphasis on capital appreciation and current income. In seeking to meet its objective, the Fund utilizes highly disciplined institutional management strategies designed to enhance investment returns while managing risk.
Past performance is no guarantee of future results.
Had the sales charge been included, the Fund's return would have been lower. The Fund also offers Class B, C and I shares, performance of which may vary. The Lipper Convertible Mutual Fund Average comprises all funds that invest primarily in convertible securities. Lipper mutual fund averages are equally weighted and reflect reinvestment of capital gains distributions and income dividends. Indexes are unmanaged and are not adjusted for sales charges.