This versatile strategy can be employed as either an equity or fixed-income strategy, depending on the investor’s long- and short-term goals. A distinct set of holdings is carefully selected for each investment type.
Past performance does not guarantee future results.
Investment Style
Offers two distinct and separate equity styles: a Core approach with Growth and Value portfolios in one account
Growth holdings have rising earnings tied to pricing power and enjoy an economic tailwind; value holdings are financially sound mega-caps with high and growing dividend yields
Automatically rebalances [1] semiannually between Growth and Value
Primarily characterized as an intermediate fixed-income investment style with investment-grade bonds
Focuses on investing in municipal bonds
Performance Highlights
The strategy’s goal is to provide solid performance and preservation of principal
Uses a top-down approach and internal research to formulate economic and interest rate forecast. These forecasts function as a foundation to develop the maturity, sector allocation, and duration targets
[1] Rebalancing/Reallocating can entail transaction costs and tax consequences that should be considered when determining a rebalancing/reallocation strategy.
Market Commentary
See a quarterly overview and analysis on market news and market performance.