Let us help you choose one of our mutual fund portfolios to fit your investment needs:
Aggressive
- Designed and maintained to be our highest average long
term performer with the highest short term risk of loss.
It consists of approximately 98% stocks and 2% bonds and
cash.
Moderately Aggressive - Designed and maintained to
be our second most aggressive portfolios. It is designed to have the
second highest average long-term returns with less risk than the
aggressive portfolio. It consists of approximately 80% stocks and
20% bonds and cash.
Moderate - Designed and maintained to have risk and
return between that of the moderately aggressive and moderately
conservative portfolios. It consists of approximately 60% stocks and
40% bonds and cash.
Moderately Conservative - Designed and maintained
to have risk and return between that of the moderate and
conservative portfolios. It consists of approximately 40% stocks and
60% bonds and cash.
Risk Adverse
- Designed and maintained to be our most conservative portfolio.
It is designed to have the lowest returns as well as the lowest
risk. Our long term goal is to outperform the Citi Broad
Investment Grade Bond Index (6 month CD). The risk adverse
portfolio is invested entirely in bonds and cash.
