Fiscal Year End
|| Moderate Allocation
The fund seeks the highest total return over time, consistent with an emphasis on both capital growth and income.
Invests in a diversified portfolio typically consisting of about 60% stocks, 30% bonds, and 10% money market securities. The manager can rebalance the investment mix, within defined ranges, based on the economic outlook, interest rates, and financial markets.
Investors seeking a middle-of-the-road approach that emphasizes stocks for potential capital appreciation but also produces significant income to temper volatility. The fund should be appropriate for intermediate- to long-term investment goals. Appropriate for taxable and tax-deferred accounts, such as IRAs.
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The fund offers long-term capital appreciation potential and income by investing in a combination of stocks, bonds, and money market securities. 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 income provided by the bond portion can help cushion changes in stock prices.
Since the majority of the portfolio is invested in stocks, the primary risk is declining share prices; the bond portion will be subject to interest rate and credit risk.