The Fund primarily seeks high long-term total return through capital appreciation and current income. The Fund invests primarily in a globally 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. These strategies emphasize in-depth proprietary analysis of the securities and their issuing companies.
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 Global Flexible Portfolio Index comprises the largest mutual funds within its investment objective. The index allocates its investments across various asset classes, including both domestic and foreign stocks, bonds and money market instruments, with a focus on total return. Lipper mutual fund averages are equally weighted and reflect reinvestment of capital gains distributions and income dividends.