Seeking superior returns over an unmanaged 60/40 benchmark, this strategy pursues capital preservation, growth, liquidity, and income over time. The portfolios invest in stocks and bonds in a balanced manner with a 60/40 target. Asset allocation may deviate from the target in times of increased risk.
Balanced Performance Fact Sheet• Employee Benefits Funds • Endowments • Corporations • Governments • Banks • Insurers •
