The investment seeks to provide current income consistent with capital preservation and, as a secondary investment objective, capital appreciation. The fund is a "fund of funds" that invests primarily in affiliated mutual funds representing a variety of asset classes. It invests considerably in bonds (including mortgage-backed and asset-backed securities), many of which are issued by foreign issuers, in order to preserve capital and generate income. The fund allocates approximately 70% of its net assets in fixed-income securities and approximately 25% in stocks. It is non-diversified.
Fund filings (PDF) »
Thomas Hickey (Started: Aug 29, 2007)
Benjamin Richer (Started: Apr 30, 2014)
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