The investment seeks a balance between long term capital appreciation and high current income.
The fund normally invests in underlying funds: 67% in equity funds and 33% in fixed income funds. Variations from the glide path in the target percentage allocation are permitted up to 10%. It may buy or sell options or futures, or enter into total return swaps and foreign currency transactions. It is nondiversified.
Fund Manager:
Philip Green
, since 4/24/07
Fund Inception:
4/20/07
Fund Ratings & Risk:
View Ratings & Risk
Composition:
STOCK (58.59%),
BONDS (24.35%),
CASH (15.53%),
OTHER (1.53%)