Industry description
The investment seeks long-term total return through capital appreciation and current income.
Under normal circumstances, the advisor intends to invest at least 80% of its net assets (plus the amount of borrowings for investment purposes) in companies that are important to the economic development of rural America. The fund primarily invests in equity and fixed income securities of U.S. issuers. The allocation of the fund's investments across equity and fixed-income asset classes can vary substantially from time to time. Under normal market conditions, the fund seeks to invest 30-70% of its assets in each asset class.