MoA Moderate Allocation Fund (MAMOX)

Overview

The fund is designed to provide investors with a dynamic investment approach by allocating assets across a diversified mix of equity and fixed income securities. By investing in both shares of equity and fixed income shares of other funds within the Investment Company (IC Funds), the fund aims to balance growth through equities with the stability of fixed income. The investment strategy primarily focuses on a target allocation, which currently stands at approximately 55% to 65% of the fund's net assets in equity IC funds and approximately 35% to 45% of the fund's net assets in fixed income IC funds. This allocation strategy is designed to adapt to varying market conditions, aiming to provide investors with a balanced risk-reward profile.

Products and Services

• Equity IC Funds

Equity IC Funds make up approximately 55% to 65% of the fund’s net assets. These funds invest in a diverse portfolio of equities, aiming to capture growth in various sectors and regions. By being a component of the fund’s investment, equity IC funds offer investors exposure to potential capital appreciation, contributing to the overall goal of achieving balanced growth within the fund’s portfolio.

• Fixed Income IC Funds

Allocating approximately 35% to 45% of the fund’s net assets, Fixed Income IC Funds invest in a range of debt securities. This allocation is designed to provide the fund with a stable income stream, while also contributing to portfolio diversification and reducing overall volatility. The fixed income component plays a crucial role in the fund’s strategy to balance the growth potential of equities with income generation and risk mitigation through bonds and other fixed income instruments.