The fund seeks the highest total return over time, consistent with a primary emphasis on income and a secondary emphasis on capital growth.
Invests in a diversified portfolio typically consisting of about 80% stocks, 20% bonds, and money market securities. The manager can rebalance the investment mix, within defined ranges, based on the economic outlook, interest rates, and financial markets.
Click on the risk/reward spectrum below to view the funds in that category
The fund focuses primarily on income and, secondarily, on capital growth; it offers the lowest risk/reward ratio of the Personal Strategy Funds. The common stock portion of the portfolio has the potential to grow faster than inflation over the long term to help protect purchasing power, while the bond portion can help cushion changes in stock prices. The manager can rebalance the investment mix, within defined ranges, based on the economic outlook, interest rates, and financial markets.
Investing equally in stocks and bonds, the fund carries the same risks as its counterparts, albeit to a lesser degree, while money-market securities help provide stability.
* Funds are placed in general risk/return categories based on their 10-year standard deviation
(as of December 2015) or, for newer funds, the standard deviation of the types of securities
in which they invest. There is no assurance past trends will continue.
See Glossary for additional details on all data elements.
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