*Morningstar Category Classification – Allocation (30% – 50%). Funds in allocation category seek to provide both income & capital appreciation by investing in multiple asset classes, including stocks, bonds & cash. These portfolios are dominated by domestic holdings and have equity exposures between 30% and 50%.
Results include reinvestment of dividends and distributions.
All returns are presented net of actual fees paid.
Past Performance does not guarantee future results.
**View 15 Year Disclosure