The investment seeks to maximize total investment return for a moderately aggressive level of risk. The fund is a "fund of funds" that invests primarily in affiliated mutual funds representing a variety of asset classes. Through investments in the underlying funds, the fund invests a significant portion of its assets in equity securities, such as common stocks of U.S. and international companies, including smaller companies, and a smaller portion in bonds.
Fund filings (PDF) »
Christopher Graham (Started: Nov 15, 2016)
Keith Robinette (Started: Jun 30, 2017)
Andrew Urban (Started: Jun 30, 2017)
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