The fund seeks the highest total return over time, consistent with a primary emphasis on capital growth and a secondary emphasis on income.
Invests in a diversified portfolio typically consisting of about 80% stocks and 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.
The fund is designed for more aggressive investors with a long-term horizon who want significant exposure to stocks and can withstand inevitable setbacks in an effort to achieve potential long-term growth. Appropriate for both taxable and tax-deferred accounts, such as IRAs.
Click on the risk/reward spectrum below to view the funds in that category
This fund offers long-term capital appreciation potential and, to a lesser extent, income. 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 fund involves the same risks as the Personal Strategy Balanced Fund; however, it has a heavier concentration of stocks, so it is riskier.
* 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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