Portfolios: Balance

Investment Strategy

Seeks to provide above-average capital appreciation and a moderate level of current income.
A broadly diversified portfolio, investing in a combination of mutual funds consisting of approximately 60% stocks and 40% bonds.
Exposure to stocks for capital appreciation, while maintaining some exposure to bonds for stability of investment principal.
Equity exposure blends growth and value styles with exposure to stocks in both U.S. and non-U.S. markets.

Balances the growth potential of stocks with a moderate bond allocation for stability.
Diversifies across 4 asset classes, 7 funds, and multiple managers.
Maintains a focused target asset allocation for a balanced investor through regular rebalancing.