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Financial Reports & Other Important
Who Should Buy This Fund?
- you want a balanced investment in fixed income and equity mutual funds that provide the potential for some capital appreciation
- you are comfortable with low to medium investment risk (i.e. you are willing to accept some fluctuations in the market value of your investment
Investment Objectives and Strategies
To provide a balanced portfolio by investing in a mix of mutual funds that invest primarily in fixed income and equity securities and that provide the potential for some capital appreciation. The Portfolio may also invest directly in fixed income securities and cash or cash equivalents.