American funds moderate growth portfolio

    • [PDF File]Health Savings Account Investment Options

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      American Funds Capital World Growth & Income Fund World Large Stock Class F2 WGIFX 0.52% American Funds International Growth and Income Fund Foreign Large Blend Class R6 RIGGX 0.54% BlackRock Equity Dividend Fund Large Value Class K MKDVX 0.60% BlackRock High Yield Bond Portfolio High Yield Bond Class K BRHYX 0.52%


    • [PDF File]Pension Portfolio Four Pension PDF Factsheet

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      Pension Fund Scottish Widows Pension Portfolio Four Pension (Series 2) Fund Aim The Fund aims to deliver long-term growth by investing in other funds. The Fund invests with an emphasis on fixed interest securities, with the remainder in equities including a small proportion adviser if you need an explanation of the terms


    • [PDF File]5.4 Covariance of a Probability ... - American University

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      Estimated Returns of Two Funds Probability Economic Condition Black Swan Fund Good Times Fund 0.01 Extreme recession 400 -200 0.09 Recession -30 -100 0.15 Stagnation 30 50 0.35 Slow growth 50 90 0.30 Moderate growth 100 250 0.10 High growth 100 225 You plan to invest $1,000 in one of two funds. Table 5.5 shows the annual return (per $1,000)


    • [PDF File]U.S. Government Obligations Tax Info

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      Focused International Growth N/A One Choice® 2035 Portfolio 5% Strategic Allocation: Moderate 2% Focused Large Cap Value 0% One Choice® 2040 Portfolio 4% Strategic Income 1% Ginnie Mae 1% One Choice ® 2045 Portfolio 3% Sustainable Equity 0% Global Bond 0% One Choice® 2050 Portfolio 2% Ultra® N/A


    • [PDF File]Health Savings Account (HSA) Investment Fund List

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      American Funds 2060 Target Date Retire R6 RFUTX Target Date Fund 0.41% VIEW Vanguard LifeStrategy Conservative Growth Investor VSCGX Asset Allocation 0.12% VIEW Vanguard LifeStrategy Moderate Growth Investor VSMGX Asset ... • Asset Allocation funds invest in a mixture of stocks and bonds to build a diversified portfolio across both asset ...


    • Mutual Fund IRA Application

      15461M Page 1 of 7 R 08-21 Mutual Fund IRA Application Sammons Retirement Solutions ® | P.O. Box 758547, Topeka, KS 66675-8547. Overnight: Mail Zone 547, 5801 SW 6th Ave., Topeka, KS 66636-1001


    • [PDF File]Excelsior Progressive Bonus Portfolio - Liberty

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      The performance of the portfolio benchmark over time provides the basis against which the portfolio manager will be measured. This may be changed from time to time. Benchmark performance is gross of all fees. Statistics Best % - the highest 1 month and 1 year RA return that the portfolio has delivered over the last 10 years or since inception.


    • [PDF File]Preference Plus Select mapped Final

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      American Funds® Growth Allocation Portfolio - Class C 2.10% 12.58% 24.42% 12.17% 12.29% 10.54% 04/28/2008 American Funds® Moderate Allocation Portfolio - Class C 1.20% 7.31% 14.01% 8.79% 7.81% 6.84% 04/28/2008


    • [PDF File]Financial Freedom Select mapped Final

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      American Funds® Growth Allocation Portfolio - Class C 2.10% 12.62% 24.49% 12.24% 12.35% 10.61% 04/28/2008 American Funds® Moderate Allocation Portfolio - Class C 1.20% 7.36% 14.08% 8.85% 7.87% 6.90% 04/28/2008


    • [PDF File]Excelsior Moderate Portfolio - Liberty

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      Moderate investors are long-term investors who want reasonable but relatively stable growth. Some fluctuations are tolerable, but investors want less risk than that attributable to a fully equity based investment. This is a local only multi-asset class portfolio and as such does not invest in any offshore assets. Investor profile:


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