Best moderate allocation funds
[PDF File]BMO Moderate Allocation Fund - BMO U.S. Benefits
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Allocation — 30% to 50% Equity Lipper category: Mixed-Asset Target Allocation Moderate Funds Management team Jon Adams, CFA® Years of industry experience: 18 Managed Fund since: 2015 Contact us 1-800-236-3863 bmofunds.com -10 0 10 20 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 Potentialrisk Po t e n re n BMO Conservative Allocation Fund
[PDF File]Calvert Moderate Allocation Fund
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The Moderate Allocation Composite Benchmark is an internally constructed benchmark which, as of 04/01/2018, is comprised of a blend of 45% Russell® 3000 Index, 20% MSCI All‑Country World Ex US Investable ... The Fund is a “fund of funds” that typically invests 50% to 80% of its assets in underlying Calvert funds that invest primarily in ...
[PDF File]Q2 | 22 Investment Update MFS® Moderate Allocation Fund
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Seeks a high level of total return consistent with a moderate level of risk relative to the other MFS Asset Allocation Funds . Summary of Results . For the three months ended June 30. th, 2022, Class I shares of the MFS Moderate Allocation Fund (“fund”) provided a total return of - 10.79%. This
[PDF File]MainStay Moderate Allocation Fund Fact Sheet - New York Life Investments
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Moderate Allocation Composite Index -11.38-16.05-11.36. 4.82. 6.01. ... Funds that invest in bonds are subject to interest- rate risk and can lose principal value when interest rates rise. Bonds are also subject to credit risk, in which the bond issuer may fail to pay
[PDF File]MainStay Moderate ETF Allocation Fund Fact Sheet - New York Life ...
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underlying Funds' performance may be lower than the performance of the asset class which they were selected to represent. The Funds are indirectly subject to the investment risks of each underlying Fund held. The Funds may invest more than 25% of its assets in one underlying Fund, which may significantly affect the net as set value of the Funds.
[PDF File]TFA Tactical Income Fund Tactical Moderate Allocation Fund Class A: TFAMX
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fixed income-oriented exposure. Multiple allocation strategies are employed to enhance portfolio income and diversification. The Fund expects to have a high portfolio turnover, which may result in higher transactional costs. Principal Investment Risks: As with all mutual funds, there is the risk that you could
[PDF File]Moderate Allocation Portfolio
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The sub-funds are actively managed U.S. Stock, International Stock and U.S. Bond Funds that are also available as “stand-alone” investment funds. 13.490-222 (07/22) CN1484749_0123 ... The strategy for the Moderate Allocation Portfolio is to invest in a combination of active and passive investments in the following proportions:
MFS Moderate Allocation Fund Class B MMABX
MFS Moderate Allocation Fund Class B MMABX Growth of a Hypothetical $10,000 Investment as of 06/30/2022 This fund has multiple managers, view MMABX quote page for complete information. 20,000 30,000 40,000 $50,000 12 13 15 17 19 21 This graph represents the growth of a hypothetical investment of $10,000. It assumes reinvestment of dividends and ...
[PDF File]Moderate Allocation SF - Canada Life
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FUND FACTS — Canada Life Segregated Funds Policy All information as at December 31, 2021 Moderate Allocation Moderate Allocation — Canada Life Segregated Funds PolicyQuick facts: Date fund available: October 5, 2009 Date fund created: November 21, 2003 Managed by: Canada Life Investment Management Ltd. Total fund value: $611,026,348
[PDF File]Moderate Allocation Program - Sierra Investment Management
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Multisector Bond Funds 1.1% Tax Free Municipal Bonds 0.1% Stocks 0.6% International Equities 0.6% Performance data quoted represents past performance and is not a guarantee of future results. † The benchmark for the Ocean Park Moderate Allocation Strategy is the Morningstar Allocation — 30% to 50% Equity Category, which is comprised of ...
[PDF File]MainStay VP Moderate Allocation Portfolio - New York Life Investments
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MainStay VP Moderate Allocation Portfolio* 45% 15% 60% 40% * Percentages represent target allocations, actual allocation percentages may vary up to +/-10% under normal conditions. ... interests of the Portfolio could be adverse to the best interests of Underlying Portfolios/Funds or vice versa. New York Life Investments will analyze any such
[PDF File]JUNE 30, 2022 Hartford Moderate Allocation Fund
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hartfordfunds.com JUNE 30, 2022 Hartford Moderate Allocation Fund Seeks long-term capital appreciation and income. Tickers A: HBAAX C: HBACX F: HBADX I: HBAIX R3: HBARX R4: HBASX R5: HBATX Inception Date 05/28/2004 Morningstar® Category Allocation--50% to 70% Equity Lipper Peer Group Mixed-Asset Target Allocation Moderate Portfolio Managers from Hartford
MFS Moderate Allocation Fund Class A MAMAX
Morningstar Category: Funds in allocation categories seek to provide both income and capital appreciation by primarily investing in multiple asset classes, including stocks, bonds, and cash. ... MFS Moderate Allocation Fund Class A (06/02) MAMAX 0.91 -18.42 2.54 4.46 5.93 6.15 American Funds American Balanced Fund® Class F-1 (03/01)
[PDF File]Vanguardfi Moderate Allocation Portfolio - The Vanguard Group
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Vanguardfi Moderate Allocation Portfolio As of June 30, 2022 ProductSummary Multifund structure composed of three equity index funds and two bond index funds. Goal of current income and low-to-moderate capital appreciation. Broadly diversified in both international and U.S. equity and bond markets. Quarterly Commentary
Franklin Moderate Allocation Fund Class C FTMTX
Morningstar Category: Moderate-allocation funds seek to provide both capital appreciation and income by investing in three major areas: stocks, bonds, and cash. These funds tend to hold larger positions in stocks than conservative-allocation funds. These funds typically have 50% to 70% of assets in equities and the remainder in fixed income and ...
[PDF File]Moderate Balanced Fund
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10-year period, the most recent 3-year period actually has the greatest impact because it is included in all three rating periods. Across U.S.-domiciled Allocation--30% to 50% Equity funds, the Moderate Balanced Fundreceived 4 stars among 427 funds, 4 stars among391 funds, and 4 stars among 281 funds for the 3-, 5-, and 10-year periods ...
[PDF File]Moderate Allocation Portfolio - The Vanguard Group
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Moderate Allocation Composite Index Growth of a $10,000 investment: January 31, 2012— December 31, 2021 $23,272 Fund as of 12/31/21 ... *The acquired fund fees and expenses based on the fees and expenses of the underlying funds. Moderate Allocation Composite Index: Weighted 36% S&P Total Market Index, 28% Bloomberg U.S. Aggregate Float ...
Calvert Moderate Allocation Fund Class I CLAIX
Morningstar Category: Funds in allocation categories seek to provide both income and capital appreciation by primarily investing in multiple asset classes, including stocks, bonds, and cash. ... Calvert Moderate Allocation Fund Class I (05/16) CLAIX 0.61 -9.40 6.53 6.77 - 8.10 American Funds American Balanced Fund® Class F-1 (03/01)
[PDF File]As of June 30, 2022 Fact Sheet MFS Moderate Allocation Fund
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® Moderate Allocation Fund Q2 | 2022 As of June 30, 2022 Objective Seeks a high level of total return consistent with a moderate level of risk relative to the other MFS Asset Allocation Funds. Investment team Team of Quantitative Professionals General Oversight Joseph Flaherty 29 years with MFS 37 years in industry Natalie Shapiro, Ph.D.
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