The investment's primary goal is current income, with growth as a secondary focus. The fund primarily invests in diverse convertible securities from U.S. and global companies. At least 80% of its assets are in convertible securities, with 5-15% typically invested in foreign securities.

Nasdaq

CCVIX

The fund mainly invests in various convertible securities from U.S. and global companies, not considering their market size. It allocates at least 80% of its assets to convertible securities and typically invests 5-15% in foreign securities.

CICVX

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of preferred and debt securities issued by U.S. and non-U.S. companies. It also will invest at least 25% of its net assets in the financial sector. The fund may invest without limit in securities of non-U.S. companies, which may be non-U.S. dollar denominated, including up to 15% of the fund's net assets in securities issued by companies domiciled in emerging market countries.

CPXIX

Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in a portfolio of preferred and income-producing securities, including traditional preferred stock, trust preferred securities, hybrid securities that have characteristics of both equity and debt securities, convertible securities, contingent-capital securities, subordinated debt, senior debt and securities of other open-end, closed-end or exchange-traded funds that invest primarily in the same types of securities.

DPIIX

The fund normally invests at least 80% of assets in convertible securities, which are often lower-quality debt securities and perform more like a stock when the underlying share price is high and more like a bond when the underlying share price is low. It invests in other types of securities, including common stocks. The fund invests in domestic and foreign issuers. The advisor uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

FACVX

FCCVX

FCVSX

FICVX

The investment seeks a high level of total return through a combination of current income and capital appreciation. The fund normally invests at least 80% of assets in convertible securities, which are often lower-quality debt securities and perform more like a stock when the underlying share price is high and more like a bond when the underlying share price is low. It invests in other types of securities, including common stocks. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments.

FIQVX

The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets (including investment borrowings) in preferred securities and other securities with similar economic characteristics.

FPEIX

FTCVX

The fund primarily focuses on investing in preferred and debt securities from various issuers, including traditional and hybrid preferred securities, corporate debt securities, convertible securities, and others.

JPDIX

The investment seeks high current income and potential for modest long-term growth of capital. Under normal conditions, the fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in income-producing securities. It invests primarily in securities of companies in the real estate industry, such as real estate investment trusts ("REITs"), master limited partnerships and other real estate firms.

KIFAX

LBFFX

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of preferred and other income securities issued by U.S. and non-U.S. companies, which may be either exchange-traded or available over-the-counter ("OTC"). It also will invest at least 25% of its net assets in the financials sector, which is comprised of the bank, diversified financials, real estate (including real estate investment trusts ("REITs")) and insurance industries.

LPXZX

The investment seeks a high level of current income and total return. Under normal circumstances, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in preferred securities and other income producing securities. The advisor intends to invest at least 25% of its assets in the securities of companies principally engaged in financial services. It normally invests at least 50% of its net assets in securities rated investment grade. The fund may invest up to 50% of its net assets in securities rated below investment grade.

NPSRX

The fund will invest in U.S. and non-U.S. securities and investment instruments including, but not limited to, equity securities, debt securities, and derivatives. It may invest up to 85% of its net assets in derivatives. The fund may invest without limit in debt securities, provided that no more than 30% of its net assets are invested in debt securities rated below investment grade.

OIOIX

The investment seeks to provide current income. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in capital securities at the time of purchase. It may invest up to 100% of its assets in below investment grade (sometimes called "junk") preferred securities which are rated at the time of purchase Ba1 or lower by Moody's and BB+ or lower by S&P Global, provided that the issuer of such below investment grade preferred securities has senior debt outstanding that is rated at the time of purchase BBB- or higher by S&P Global or Baa3 or higher by Moody's.

PCSFX

The investment seeks maximum total return, consistent with prudent investment management. The fund invests at least 80% of its assets in a diversified portfolio of preferred securities and Capital Securities. "Capital Securities" include securities issued by U.S. and non-U.S. financial institutions that can be used to satisfy their regulatory capital requirements. It will invest under normal circumstances at least 25% of its net assets in preferred securities. The fund may invest up to 20% of its total assets in common stock. It may also invest in contingent convertible securities.

PFINX

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of preferred and other income securities issued by U.S. and non-U.S. companies. It may invest a significant portion of its assets in OTC preferred and income securities. The fund also will invest at least 25% of its net assets in the financials sector. It may invest without limit in securities of non-U.S. companies including up to 15% of the fund's net assets in securities issued by companies domiciled in emerging market countries.

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