Limited Duration Preferred and Income Fund

The primary investment objective of the Fund is high current income through investment in preferred and other income securities. The secondary investment objective is capital appreciation.

High current income and capital appreciation from a primarily investment-grade portfolio

Preferred Securities

Value-driven opportunities in preferred and income securities

Reduced portfolio interest-rate sensitivity through lower-duration investments

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3 reasons to consider preferreds when rates are rising

Preferred securities have characteristics that can potentially help mitigate the effects of rising interest rates.



Closed-End Opportunity Fund

The primary investment objective of the Fund is total return, with an emphasis on income through investment in securities issued by infrastructure companies.

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