- Broadly diversified portfolio.
- Actively managed.
- Investment aligned to risk tolerance.
The Fund seeks capital appreciation over the long term. The Fund also considers the potential for current income. The Fund invests in stocks, bonds, money market instruments, and other instruments including derivatives. It has a target asset class allocation of approximately 80% equity securities and 20% fixed-income securities. The active management of the Fund's asset allocation may involve the extensive use of equity and fixed-income ETFs. The Fund may also invest in non-U.S. securities, below-investment-grade bonds and REITs.