Balanced Fund (closed to new investors)

Fund Goals

The Balanced Fund seeks to provide a combination of growth of capital and income. It seeks superior total return through combining a broadly diversified core equity portfolio with an intermediate to longer-term fixed income portfolio to help manage risk.

Multi-Manager Approach

This fund combines two managers, one equity and one fixed income, to provide broad based exposure to the stock and bond markets in what Morningstar defines as a “moderately aggressive” balanced approach.