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The fund seeks to invest in stocks of companies operating across diversified sectors. It invests in both convertible bonds and convertible preferred stocks. The fund benchmarks the performance of its portfolio against a composite index.
No reported earnings periods on file.
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Consensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-04-08 | GOLDSTEIN PHILLIP | Buy | 600 | $5.53 | $3,318.00 | filing |
| 2026-04-07 | GOLDSTEIN PHILLIP | Buy | 5,088 | $5.45 | $27,724.51 | filing |
| 2026-03-18 | GOLDSTEIN PHILLIP | Buy | 17,905 | $5.46 | $97,761.30 | filing |
| 2026-02-03 | GOLDSTEIN PHILLIP | Buy | 10,000 | $6.05 | $60,500.00 | filing |
| 2026-02-02 | GOLDSTEIN PHILLIP | Buy | 7,514 | $6.05 | $45,459.70 | filing |
| 2026-01-16 | Das Rajeev P | Buy | 1,628 | $6.15 | $10,004.87 | filing |
| 2026-01-16 | Das Rajeev P | Buy | 1,628 | $6.14 | $9,995.92 | filing |
| 2025-12-18 | GOLDSTEIN PHILLIP | Buy | 2,500 | $5.99 | $14,975.00 | filing |
| 2025-12-17 | GOLDSTEIN PHILLIP | Buy | 800 | $6.03 | $4,824.00 | filing |
| 2025-12-16 | GOLDSTEIN PHILLIP | Buy | 2,487 | $6.04 | $15,021.48 | filing |
Latest 10 transactions.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.