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See exactly how FLDFX's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
The same diagram the Chart Builder draws, right on the Summary tab. Upgrade to unlock it for FLDFX and 80,000+ other tickers.
This fund primarily dedicates its investments to a mix of common and preferred equity shares, along with various fixed-income instruments. Additionally, it has the discretion to allocate capital to other investment vehicles, known as "underlying funds." These can include both domestic and international mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts. A fundamental rule for the fund is to maintain its overall exposure to equity-related assets—either directly through stocks or indirectly via equity-focused underlying funds—within a strict range of 30% to 70% of its net asset value.
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