Moderate with income portfolio
[PDF File]ModerateTargetIncomeETFPortfolioStrategy
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1 The model portfolio may differ from its allocation due to market conditions and other factors. It will not deviate from this allocation by more than +/-5%. Note that the actual client accounts may differ from the model allocation. Holdings2 Portfolio Weight (%) iShares 20+ Year Treasury Bond ETF 2.0% iShares 1-3 Year Treasury Bond ETF 10.0% ...
[PDF File]Static Portfolios
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The Income and Growth Portfolio seeks to conservatively grow the Portfolio with modest income at higher risk. The Portfolio is designed for investors with a moderate tolerance for short-term market fluctuations who expect moderate capital appreciation and have a modest desire for income. The Portfolio
[PDF File]Professionally managed diversi2ed mutual fund portfolios
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Professionally managed diversi2ed mutual fund portfolios ff of 3 Fundource is designed for investors who: Wn dvered oroo o ... The cornerstone of the portfolio construction process is asset allocation guidance. Optimal Blend portfolios are constructed ... Moderate Income Conservative Income Cash Alternatives Global Fixed Income
Low- to Moderate-Income
Low- to Moderate-Income - 2 15 Low- to Moderate-Income For the purpose of targeting CEF investments and maintaining alignment with state and federal energy and housing programs, NYSERDA defines the low-income market segment as households with annual incomes at or below 60% of the State Median Income (SMI), and the moderate-income
[PDF File]Mutual Fund Broad diversification, distinctive ...
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equity and fixed-income securities. Moderate capital appreciation combined with current income. Combines the growth potential of equities with the balance that fixed-income securities can provide. Protection from capital loss and a safeguard against inflation. Invested in fixed-income and equity securities, it’s best-Moderate
[PDF File]Moderate Growth & Income (MAPS) Select UMA
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accountability.The "American Funds Moderate Growth and Income Model Portfolio" seeks current income and long-term growth through a global mix of stocks and bonds that can help temper volatility.This model provides a strategy designed to fit the needs of investors with long-term investment horizons.
[PDF File]Factsheet 31/12/2016 tolerance questionnaire). Moderate ...
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The Moderate Income Portfolio aims to provide a sustainable income that can grow over time. The portfolio also aims to provide capital growth over the medium to long term. The portfolio is actively-managed and primarily invests in active and passive funds within the core asset classes of equity, fixed income and property, typically with a moderate
[PDF File]Moderate Profile Portfolio
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The purpose of the Moderate Profile Portfolio is to provide a diversified, pre-packaged mix of investment options based on a moderate investment style seeking relatively moderate levels of risk and potential return. This portfolio seeks to achieve a high total return on investment through long-term capital appreciation.
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