- Broadly diversified portfolio.
- Actively managed.
- Investment matched to risk tolerance.
The Fund's investment objective is current income with a secondary focus on capital appreciation. The Fund will invest in stocks, bonds, money market instruments, and other instruments including derivatives. The Fund has a target asset class allocation of approximately 40% equity securities and 60% fixed-income securities. The active management of the Fund's asset allocation may involve the extensive use of equity and fixed-income ETFs. The Fund also may invest in non-U.S. securities, below-investment-grade bonds and REITs.