The fund is managed by a seasoned team led by Brad Erwin, CFA, who brings 30 years of industry experience including 18 years with Eagle Asset Management. He is supported by Jeffrey D. Bilsky with 20 years of industry experience and Michael Rich, CFA, also with 20 years of experience. This management continuity provides deep expertise in value and income investing approaches, with the team having navigated multiple market cycles while maintaining the fund's dual objectives of income generation and capital appreciation through disciplined stock selection focused on high-quality dividend-paying companies.

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The fund seeks to construct an income-generating portfolio with a return comparable to the S&P 500® Index and with lower volatility than the benchmark. The investment strategy focuses on stable quarterly income and long-term growth potential through a diverse portfolio of financially strong companies that pay above-market dividends and have a history of increasing dividends. The investment process identifies companies with yield or dividend growth at or above the S&P 500 Index and demonstrated commitment to paying and increasing dividends, focusing on growth in expanding industries beyond inflation rates and stability through free cash flow and shareholder-oriented management.

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