Portfolios: Moderate

Investment Strategy

• Seeks to provide high current income and moderate long-term capital appreciation.
• A diversified portfolio, investing in a combination of mutual funds consisting of approximately 40% stocks and 60% bonds.
• Core equity exposures blends growth and value styles with exposure to stock investments in both U.S. and non-U.S. markets.

Portfolio Highlights

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