| NASDAQ Exchange | United States Country |
The fund operates as a "fund of funds," focusing its investments on a diversified portfolio of affiliated mutual funds. This strategic approach allows the fund to encompass a broad spectrum of asset classes, optimizing diversification and potential for returns. The primary objective is to provide investors with a balanced exposure to equity securities and bonds by allocating a significant portion of its assets to stocks, including those of U.S. and international companies across various market caps, and a smaller allocation to the fixed income sector.
The fund invests in a curated selection of affiliated mutual funds, which span across different asset classes. This diversified investment strategy is designed to reduce risk and maximize the potential for returns over the long term.
A considerable portion of the fund's portfolio is dedicated to equity securities. This includes investments in common stocks of U.S. companies, international businesses, and even smaller companies, aiming to capture growth in various sectors and regions.
While primarily focused on equities, the fund also allocates a portion of its assets to bonds. This diversification into fixed income securities is intended to provide a level of stability to the fund's portfolio, balancing the risk associated with equity investments.