Extended Link (General Fund Information)
Fund General Information
Fund Name
Inception Date
Fund Number
Trade Symbol
Fund Type
Investment Summary
Investment Objective
Principal Investment Strategies
Principal Investment Risk
Stock Market Volatility
Foreign Exposure
Issuer Specific Changes
Shareholder Information
Valuing Shares
Buying Shares
Selling Shares
Exchanging Shares Information
Dividends and Capital Gain Distributions
Reinvestment Options
Income Earned Options
Cash Options
Directed Dividends Option
Tax Consequences
Fund Services
Fund Management
Fund Distribution
Performance
Highest Quarter Return
Lowest Quarter Return
Average Return
Cumulative Return
Return on Benchmark for Average Annual Returns
Past Performance Disclaimer
Extended Link (Shareholder Expense Example)
Shareholder Expense Example Disclosure
Actual Expenses Description
Hypothetical Example for Comparison
Shareholder Expense Example
Actual Account Balance
Hypothetical Account Balance (5% Return Per Year Before Expenses)
Actual Expenses Paid During Period
Hypothetical Expenses Paid During Period
Expenses Paid Calculation Disclosure Footnote
Extended Link (Portfolio of Investments)
Portfolio of Investments
Investments by Category
Investment Category
Total Value of This Investment Category
Total Cost of This Investment Category
Ratio - Investment Category Value to Net Assets
Investments Listed by Issuer
Issuer Name
Affiliated Company
Restricted (Rule 144A) Security
Nonincome Producing Security
Security, or Portion Thereof, Purchased on TBA Basis
Security, or Portion Thereof, Pledged as Collateral
Security, or Portion Thereof, on Loan
Security, or Portion Thereof, Held in Connection with Open Put/Call Option Contracts or Loans for Short Sales
Security's Issuer Filed for Bankruptcy
Equity Investments
Investment Description
Security Identification Codes
Security Identification Code
Security Identification Code Source
Shares/Warrants Owned
Investment - Market
Investment - Cost
Fixed Income Investments
Investment Description
Security Identification Codes
Security Identification Code
Security Identification Code Source
Principal Amount/Par Value
Investment - Market
Investment - Cost
Stated Interest Rate
Maturity Date
Debt Rating
Name of Company to Which Debt Is Convertible
Investment Yield
Interest Rate is Fixed
Payment-In-Kind Bond
Step-up Bond
Next Step-up - Date
Next Step-up - Rate
Bond is Insured
Security, or Portion Thereof, Purchased on When-Issued Basis
Security in Default of Interest/Dividend Obligations
Repurchase Agreements
Stated Interest Rate
Issue Date
Maturity Date
Maturity Amount
Counterparty
Repurchase Agreement - Collateral
Investment - Market
Investment - Cost
Cash Equivalents
Investment Description
Shares Balance
Investment - Market
Investment - Cost
Investments in Securities - Market Value
Investments in Securities - Cost
Other Assets and Liabilities, Net
Ratio - Value to Net Assets
Net Assets
Auction Market Preferred Securities
Auction Market Preferred Securities at Liquidation Value
Accrued Undistributed Interest on Auction Market Preferred Securities
Auction Market Preferred Securities - Total
Net Assets Applicable to Common Shares
Other Portfolio Disclosures
Forward Foreign Currency Contracts
Forward Currency Contract
Contract to Deliver
Face Value
Currency Code (ISO 4217)
Contract Purchased
Face Value
Currency Code (ISO 4217)
Settlement Date
Futures Contracts
Unrealized Appreciation/(Depreciation) - Futures
Futures Listing
Investment Description
Number of Contracts
Are Contracts Held Long or Short?
Expiration Date
Face Value
Futures Contract - Unrealized Appreciation/(Depreciation)
Receivable - Variation Margin on Open Futures Contracts
Investments in/Advances to Affiliates
Investments in/Advances to Affiliates
Affiliated Company Name
Description of Investment or Advance
Affiliated Company - Investment In/Advances To - Beginning Balance
Affiliated Company - Investments/Advances During Period
Affiliated Company - Investment Sales Proceeds/Advances Repaid During Period
Affiliated Company - Dividends and Distribution Income During Period
Affiliated Company - Realized Gain/(Loss) During Period
Affiliated Company - Increase/(Decrease) in Investments In/Advances To
Affiliated Company - Investment In/Advances To - Ending Balance
Restricted Securities
Total Value of Restricted Securities
Ratio - Value of Restricted Securities to Net Assets
Restricted Securities Listing
Issuer Name
Acquisition Date
Restricted Security - Cost
Restricted Security - Market Value
Securities Sold Short
Securities Sold Short - Aggregate Market Value
Securities Sold Short
Issuer Name
Shares Sold Short
Securities Sold Short - Market
Swap Contracts Outstanding
Swap Contracts Outstanding - Market Value
Swap Contracts By Type
Swap Contract - Type
Swap Contracts - Market Value This Type
Swap Contract
Swap Contract - Description
Expiration Date
Notional Amount
Premium Received
Swap Contract - Market Value
Written Options - Market Value
Written Options
Written Options by Type
Written Options - Long or Short
Written Options - Put or Call
Fair Market Value - This Type
Contract Amount - This Type
Written Option
Investment Description
Expiration Date
Written Option - Contract Amount
Settlement Price
Premium Received
Written Option - Market Value
Investment Rating Source
Portfolio Manager
Extended Link (Statement of Assets and Liabilities)
Statement of Assets and Liabilities
Assets
Investments in Securities - Market Value
Investments in Securities - Cost
Investments - Securities Loaned
Investments in Securities - Affiliated/Unaffiliated
Investments in Securities Type - Affiliated/Unaffiliated
Categorized Investments (Affiliated or Unaffiliated) - Market Value
Categorized Investments (Affiliated or Unaffiliated) - Cost
Repurchase Agreements
Cash
Collateral Received on Securities Loaned
Foreign Currency - Market
Foreign Currency - Cost
Receivables, Net
Receivable - Securities Sold
Receivable for Securities Sold on Regular Delivery Basis
Receivable for Securities Sold on Delayed Delivery Basis
Receivable - Securities Sold - Total
Receivable - Dividends and Interest
Dividends Receivable
Receivable - Accrued Interest
Receivable - Dividends and Interest - Total
Closed Forward Currency Contracts Receivable
Receivable - Fund Shares Sold
Receivable - Redemption Fees
Receivable - Variation Margin on Open Futures Contracts
Amounts Due From Related Parties
Amounts Due From Investment Advisor
Amounts Due From Officers/Stockholders
Amounts Due From Other Related Parties
Amounts Due From Related Parties - Total
Notes Receivable, Net
Receivable - Tax Reclaims
Receivable - Securities Lending Income
Receivable - Rental Income
Receivables - Other
Receivables, Net
Forward Currency Contracts - Unrealized Appreciation/(Depreciation), Net
Open Swap Contracts Receivable
Other Assets
Prepaid Expenses
Prepaid Insurance
Prepaid Expenses - Other
Prepaid Expenses - Total
Deferred Offering Costs
Other Assets - Total
Assets - Total
Liabilities
Accounts Payable
Bank Overdrafts
Payable - Variation Margin on Open Futures Contracts
Fund Shares Redeemed
Written Options Outstanding - Value
Written Options - Premiums Received
Payables - Investments Purchased
Payables - Investments Purchased on Regular Delivery Basis
Payables - Investments Purchased on Delayed Delivery Basis
Payables - Forward Delivery Securities
Payables - When-Issued Securities
Payable - TBA Securities
Payables - Investments Purchased - Total
Custodian Fees Payable
Transfer Agent Fees Payable
Dividends and Distributions Payable
Payables - Forward Currency Contracts
Payables - Forward Currency Contracts - Market - Total
Payables - Forward Currency Contracts - Cost
Payables - Closed Forward Currency Contracts - Market
Payables - Closed Forward Currency Contracts - Cost
Payables - Open Forward Currency Contracts - Market
Payables - Open Forward Currency Contracts - Cost
Unrealized Depreciation - Open Swap Contracts
Interest and Dividends Payable on Short Position
Dividends Payable on Short Position
Interest Payable on Short Position
Interest and Dividends Payable on Short Position - Total
Accounts Payable - Other
Accounts Payable - Total
Accrued Liabilities
Accrued Liabilities - Accounting and Administrative Fees
Accrued Accounting Fees
Accrued Administrative Fees
Accrued Accounting and Administrative Fees - Total
Accrued Investor Servicing Fees
Accrued Distribution Fees
Accrued Investment Advisory Fees
Accrued Trustee Fees
Accrued Trustee Deferred Compensation and Retirement Plans
Amounts Due To Other Affiliates
Accrued Liabilities - Other
Accrued Liabilities - Total
Deferred Mortgage Dollar Roll Income
Collateral on Loaned Securities and Derivatives
Deferred Tax Liabilities, Net
Commitments and Contingencies
Liabilities - Other
Liabilities - Total
Auction Market Preferred Securities at Liquidation Value
Net Assets
Paid in Capital
Common Stock
Common Stock - Description
Common Stock - Value (Excluding Additional Paid in Capital)
Unlimited Number of Shares Authorized
Common Stock - Shares Authorized
Common Stock - Shares Issued
Common Stock - Shares Outstanding
Treasury Stock
Treasury Stock - Description
Treasury Stock - Value
Treasury Stock - Shares
Additional Paid in Capital
Paid in Capital - Total
Undistributed/(Over Distributed) Net Investment Income
Accumulated Net Investment Loss
Accumulated Realized Gain/(Loss)
Accumulated Realized Gain/(Loss) - Investments
Accumulated Realized Gain/(Loss) - Foreign Currency Transactions
Accumulated Realized Gain/(Loss) - Futures
Accumulated Realized Gain/(Loss) - Options
Accumulated Realized Gain/(Loss) - Swap Contracts
Accumulated Realized Gain/(Loss) - Other
Accumulated Realized Gain/(Loss) - Total
Unrealized Appreciation/(Depreciation)
Unrealized Appreciation/(Depreciation) - Investments
Unrealized Appreciation/(Depreciation) - Foreign Currency Transactions
Unrealized Appreciation/(Depreciation) - Futures
Unrealized Appreciation/(Depreciation) - Options
Unrealized Appreciation/(Depreciation) - Swap Contracts
Unrealized Appreciation/(Depreciation) - Other
Unrealized Appreciation (Depreciation) - Total
Net Assets
Auction Market Preferred Securities
Net Assets Applicable to Common Shares
Net Asset Value
Net Asset Value
Common Stock - Shares Outstanding
Net Asset Value Per Share
Maximum Offering Price Per Share
Sales Charge
Frontend Charge
Backend Charge
Offering Price Per Share
Redemption Price Per Share
Extended Link (Statement of Operations)
Statement of Operations
Investment Income
Dividend Income
Dividends - Regular
Dividends - Special
Dividends - Foreign Taxes Withheld
Dividend Income - Total
Interest Income
Security Lending Income
Rental Income
Income Distributions from Underlying Funds or Subfunds
Income Distributions from Underlying Funds or Subfunds - Dividends
Income Distributions from Underlying Funds or Subfunds - Interest
Income Distributions from Underlying Funds or Subfunds - Total
Income from Affiliates
Affiliates - Dividend Income
Affiliates - Interest Income
Affiliates - Other Income
Income from Affiliates - Total
Investment Income - Other
Investment Income - Total
Expenses
Expenses, Gross
Dividends on Securities Sold Short
Management Fees
Management Fee - Basic Fee
Management Fee - Performance Adjustment
Management Fees - Total
Professional Fees
Audit Service Fees
Legal Expenses
Tax Service Fees
Professional Fees - Total
Accounting Expenses
Administrative Fees
Security Lending Fees
Shareholder Communication Expenses
Custodian Fees
Distribution and Service Plans Expense
Distribution Fees
Shareholder Servicing
Distribution and Service Plans Expense - Total
Printing and Postage
Printing Costs
Postage Costs
Printing and Postage - Total
Trustees Fees
Investment Advisory Fees
Interest Expense
Organization Expenses
Amortization of Organization Costs
Appraisal Fees
Foreign Tax Expense
Listing and Licensing Fees
Auction Agent Fees
Transfer Agent Fees
Registration Fees
Insurance Expenses
Other Expenses
Expenses, Gross - Total
Expense Reductions
Earning Credits
Expenses Reimbursed/Waived
Expense Reductions - Total
Expenses, Net of Reductions
Investment Income, Net
Realized Gain/(Loss) and Unrealized Appreciation/(Depreciation)
Realized Gain/(Loss)
Realized Gain/(Loss) - Investment Securities
Realized Gain/(Loss) - Investments in Affiliates
Realized Gain/(Loss) - Foreign Currency Transactions
Realized Gain/(Loss) - Foreign Exchange Contracts
Realized Gain/(Loss) - Futures Contracts
Realized Gain/(Loss) - Written Options
Realized Gain/(Loss) - Swap Contracts
Realized Gain/(Loss) - Short Sales
Realized Gain/(Loss) - Precious Metals
Realized Gain/(Loss) - Underlying Funds
Realized Gain/(Loss) - Sale of Underlying Fund Shares
Realized Gain/(Loss) - Capital Gains Distributions
Realized Gain/(Loss) - Underlying Funds - Total
Realized Gain/(Loss) - Other
Realized Gain (Loss) - Total
Increase/(Decrease) in Unrealized Appreciation/(Depreciation)
Increase/(Decrease) in Unrealized Appreciation/(Depreciation) - Investment Securities
Increase/(Decrease) in Unrealized Appreciation/(Depreciation) - Foreign Currency Translation
Increase/(Decrease) in Unrealized Appreciation/(Depreciation) - Delayed Delivery Commitments
Increase/(Decrease) in Unrealized Appreciation/(Depreciation) - Futures Contracts
Increase/(Decrease) in Unrealized Appreciation/(Depreciation) - Swap Contracts
Increase/(Decrease) in Unrealized Appreciation/(Depreciation) - When-Issued Sales Commitments
Increase/(Decrease) in Unrealized Appreciation/(Depreciation) - Foreign Currency Transactions
Increase/(Decrease) in Call Options Written
Increase/(Decrease) in Unrealized Appreciation/(Depreciation) - Other
Increase/(Decrease) in Unrealized Appreciation/(Depreciation) - Total
Realized Gain/(Loss) and Increase/(Decrease) in Unrealized Appreciation/(Depreciation), Net
Increase/(Decrease) in Net Assets from Operations, Net
Distributions to Preferred Shareholders
Increase/(Decrease) in Net Assets (Applicable to Common Shareholders) from Operations, Net
Extended Link (Statement of Changes in Net Assets)
Statement of Changes in Net Assets Applicable to Common Shareholders
Net Increase/(Decrease) in Net Assets Resulting from Operations
Investment Income, Net
Realized Gain/(Loss)
Increase/(Decrease) in Unrealized Appreciation/(Depreciation)
Distributions to Preferred Shareholders
Distributions to Preferred Shareholders - Investment Income, Net
Distributions to Preferred Shareholders - Net Realized Gain on Investment Transactions
Distributions to Preferred Shareholders - Total
Increase/(Decrease) in Net Assets from Operations, Net
Net Equalization Debits and Credits
Distributions to Common Shareholders
Distributions Paid - Investment Income, Net
Distributions Paid - Return of Capital
Distributions to Common Shareholders - Total
Fund Share Transactions
Share Transactions - Value of Shares Sold
Share Transactions - Reinvestment of Distributions
Share Transactions - Value of Shares Redeemed or Repurchased
Fund Share Transactions - Total
Redemption Fees
Increase/(Decrease) in Net Assets
Net Assets Applicable to Common Shares - Beginning Balance
Net Assets Applicable to Common Shares - Ending Balance
Undistributed/(Over Distributed) Net Investment Income
Extended Link (Statement of Cash Flows - Indirect Method)
Statement of Cash Flows - Indirect Method
Net Cash Flows Provided By/(Used In) Operating Activities, Indirect
Increase/(Decrease) in Net Assets from Operations, Net
Adjustments to Reconcile Net Assets Resulting from Operations
Purchases and Payments for Investments
Proceeds from Marketable Securities
Increase/(Decrease) in Unrealized Appreciation/(Depreciation) - Investments
Increase/(Decrease) in Realized Gain/(Loss) - Investments
Increase/(Decrease) in Collateral for Securities Loaned
Increase/(Decrease) in Receivables
Increase/(Decrease) in Other Assets
Increase/(Decrease) in Accounts Payable
Increase/(Decrease) in Payable Upon Return of Securities Loaned
Increase/(Decrease) in Accrued Liabilities
Adjustments to Reconcile Net Income/(Loss) to Net Cash Provided By/(Used In) Operations - Increase/(Decrease)
Net Cash Flows Provided By/(Used In) Operating Activities
Net Cash Flows Provided By/(Used In) Financing Activities
Increase/(Decrease) in Debt, Net
Proceeds from Shares Sold
Payment on Shares Redeemed
Dividends and Distributions Paid
Net Cash Flows Provided By/(Used In) Financing Activities - Total
Effect of Exchange Rate on Cash and Cash Equivalents
Increase/(Decrease) in Cash and Cash Equivalents
Cash and Cash Equivalents - Beginning Balance
Cash and Cash Equivalents - Ending Balance
Supplemental Disclosure
Non Cash Investing Activities
Income Taxes Paid
Non Cash Financing Activities
Reinvestment of Dividends
Extended Link (Financial Highlights)
Operating Performance
Net Asset Value Per Share - Beginning Balance
Income/(Loss) from Investment Operations Per Share
Net Investment Income/(Loss) Per Share
Net Realized and Unrealized Gain/(Loss) Per Share
Income/(Loss) from Investment Operations Per Share
Distributions Per Share
Distributions from Net Investment Income Per Share
Distributions From Realized and Unrealized Gains Per Share
Distributions from Net Realized Gain Per Share
Distributions from Net Unrealized Gain Per Share
Distributions from Realized and Unrealized Gains Per Share - Total
Distributions from Return of Capital Per Share
Dividends and Distributions to Preferred Shareholders Per Share
Distributions Per Share - Total
Redemption Fees Per Share
Increase/(Decrease) in Net Asset Value Per Share
Net Asset Value Per Share - Ending Balance
Total Return
Ratio - Average Net Assets
Net Investment Income/(Loss) Before Reimbursements
Expenses Before Expense Reductions
Expenses Net of Expenses Reimbursed/Waived
Expenses, Net of Expense Reductions
Net Investment Income/(Loss) Ratio
Supplemental Data
Net Assets
Portfolio Turnover Rate
Market Value Per Share
Average Borrowings Per Share
Average Borrowings Outstanding
Average Number of Shares Outstanding
Average Borrowings Per Share
Financial Highlights Notes
Method of Calculating Investment Income Per Share
Extended Link (Notes to the Financial Statements)
Notes to the Financial Statements
Organization
Accounting Policies
Delayed Delivery Securities Policy
Distributions to Shareholders Policy
Expenses Policy
Financial Instruments Policy
Forward Currency Contracts Policy
Futures Contracts Policy
Options Contracts Policy
Swap Contracts Policy
Foreign Currency Translation Policy
Income Taxes Policy
Federal Taxes Policy
Foreign Taxes Policy
Mortgage Dollar Roll Policy
Reclassifications Policy
Repurchase Agreements Policy
Restricted Securities Policy
Security Lending Policy
Security Transaction Related Investment Income Policy
Discount and Premium on Securities Policy
Dividend Reinvestments Policy
Security Valuation Policy
Statement of Cash Flows Policy
Trustees Compensation Policy
Use of Estimates Policy
Fund Share Transactions Note
Increase/(Decrease) in Common Stock - Shares
Fund Shares Sold - Shares
Fund Shares Issued in Reinvestment of Distributions - Shares
Fund Shares Redeemed or Repurchased - Shares
Common Stock - Shares - Increase/(Decrease) - Total
Increase/(Decrease) in Common Stock - Value (Excluding Additional Paid in Capital)
Fund Shares Sold - Value
Fund Shares Issued in Reinvestment of Distributions - Value
Fund Shares Redeemed or Repurchased - Value
Common Stock - Value - Increase/(Decrease) - Total
Beneficial Ownership Note
Swap Agreements Note
Purchases and Sales of Investment Securities Note
Investment Securities Purchased and Sold - Description
Cost of Investment Securities Purchased
Proceeds from Investments Sold
Auction Market Preferred Securities Note
Expense Reductions/Limitations Note
Portfolio Securities Note
Foreign Currency Contracts Note
Unrealized Appreciation/(Depreciation) - Forward Foreign Currency Contracts
Restricted Securities Note
Written Options Note
Written Options Transactions During Period
Written Options Transactions During Period - Amount
Option Contracts Written and Outstanding - Amount - Beginning Balance
Option Contracts Written - Amount
Option Contracts Sold - Amount
Option Contacts Exercised - Amount
Option Contacts Expired - Amount
Option Contracts Written and Outstanding - Increase/(Decrease) - Amount
Option Contracts Written and Outstanding - Amount - Ending Balance
Written Options Transactions During Period - Number of Contracts
Option Contracts Written and Outstanding - Number of Contracts - Beginning Balance
Option Contracts Written - Number of Contracts
Option Contracts Sold - Number of Contracts
Option Contacts Exercised - Number of Contracts
Option Contacts Expired - Number of Contracts
Option Contracts Written and Outstanding - Increase/(Decrease) - Number of Contracts
Option Contracts Written and Outstanding - Number of Contracts - Ending Balance
Sales Load Note
Distribution and Service Plans
Income Taxes Note
Permanent Tax Difference Reclassifications
Undistributed Net Investment Income
Undistributed Net Investment Gain
Tax Basis of Distributions Paid
Distributions Paid - Ordinary Income
Distributions Paid - Tax-Exempt Income
Distributions Paid - Long Term Capital Gain
Distributions Paid - Return of Capital
Tax Basis of Distributable Earnings
Distributable Earnings - Unrealized Appreciation/(Depreciation), Net
Distributable Earnings - Unrealized Appreciation
Distributable Earnings - Unrealized Depreciation
Tax Basis - Distributable Earnings - Unrealized Appreciation/(Depreciation), Net
Distributable Earnings - Ordinary Income
Distributable Earnings - Tax-Exempt Income
Distributable Earnings - Long Term Capital Gains
Capital Loss Carryforwards
Capital Loss Carryforwards Disclosure
Listing of Capital Loss Carryforwards
Capital Loss Carryforward
Expiration Date of Capital Loss
Capital Loss Carryforwards Utilized in Period
Other Tax Information
Distributions Paid - Short Term Capital Gains
Taxable Non-Corporate Shareholders - Qualified Dividend Income
Corporate Shareholders - Qualified "Dividends-Received" Deduction
Tax Basis of Investments
Tax Basis (Cost for Income Tax Purposes) of Investments
Tax Basis of Unrealized Appreciation/(Depreciation) on Investments, Net
Tax Basis of Unrealized Appreciation on Investments
Tax Basis of Unrealized Depreciation on Investments
Tax Basis of Unrealized Appreciation/(Depreciation) on Investments, Net
Investment Advisory and Administrative Services Note
Name of Investment Advisor
Investment Advisory Fee Description
Administrative Fees Description
Custodial Agreements
Brokerage Offsets and Custody Credits
Related Party Transactions Note
Affiliated Parties - Brokerage Commissions and Sales Charges Disclosure
Affiliated Parties - Brokerage Commissions and Sales Charges
Affiliated Parties - Brokerage Commissions and Sales Charges Listing
Affiliated Party
Affiliated Party - Brokerage Commissions and Sales Charges
Management Fees
Management Fee Ratio
Subadvisory Relationships
Transfer Agent Fees
Annualized Transfer Agent Fee Ratio
Accounting and Security Lending Fees
Transactions with Affiliated Funds Note
Borrowings Note
Average Borrowings Outstanding
Average Interest Rate on Borrowings Outstanding
Lines of Credit
Significant Unused Lines of Credit
Risks and Uncertainties Note
Industry Associated Risk
Geographic Concentration
High Yield Securities
Foreign Securities
Fund Mergers Note
Liquidation/Cessation of Operations Note
Change in Auditors
Litigation Note
Subsequent Events Note
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