Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of equity securities of business development companies ("BDCs") and other specialty finance companies that Confluence Investment Management LLC, the fund's investment sub-advisor (the "Sub-Advisor"), believes offer attractive opportunities for income and capital appreciation. The fund is non-diversified.
Company profile updated October 11, 2026.
As of October 9, 2026. Daily closing data may differ from the live quote shown in the dashboard.
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