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bar1080

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bar1080

Re: None

Sunday, 08/26/2018 9:06:14 AM

Sunday, August 26, 2018 9:06:14 AM

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Difference between CLM and CRF per Morningstar:

"Investment Objective Summary CLM
The Fund seeks long term capital appreciation through investment in global equity securities"

"Investment Objective Summary CRF
The Fund seeks capital appreciation with current income through investment in common stocks, preferred stocks and convertible stock of large, mid and small cap companies and investment grade US debt securities"

In practice the holdings of the two funds are quite similar from what I see.

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