M.D. Sass Equity Income Plus Fund

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Performance

Trailing Returns Updated 02.28.2014
Year to date -2.2%
1 Year N/A
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to generate income as well as capital appreciation, while emphasizing downside protection. Under normal market conditions, the fund will invest at least 80% of its net assets (including any borrowing for investment purposes) in equity securities with a minimum market capitalization needed to be included in the Russell 1000® Large Cap Value Index. The fund's investments in equity securities will consist primarily of common stock, but may also include convertible securities and securities of other investment companies and exchange-traded funds ("ETFs") that invest in equity securities.