JRI: Valuation Suppressed By Heavy Leverage

Group 1 - The macroeconomic environment has been challenging, limiting growth for many income funds due to elevated interest rates [1] - A hybrid investment strategy combining classic dividend growth stocks, Business Development Companies, REITs, and Closed End Funds can enhance investment income while achieving total returns comparable to traditional index funds [1] - The approach aims to balance growth and income, capturing total returns on par with the S&P [1]