The Board of Trustees approved a change to the Fund's 80% investment policy. Effective August 28, 2026, the Fund will invest at least 80% of its net assets (plus borrowings) in a global portfolio of equity and/or income-producing investments. The definition of 'stocks' includes common and preferred stock, depositary receipts, rights, and warrants. The definition of 'income-producing investments' is expanded to include a broad range of fixed income instruments, dividend-paying equities, and derivatives.