- May be suitable as a core "getting started" investment.
- Growth and income potential in a single fund.
- Growth potential even in inflationary times.
(As of )
The Fund's investment objective is capital appreciation with a secondary focus on current income. The Fund will invest in stocks, bonds, money market instruments, and other instruments including derivatives. The Fund has a target asset class allocation of approximately 60% equity securities and 40% 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 also may invest in non-U.S. securities, below-investment-grade bonds and REITs.