The investment seeks to generate moderate levels of long-term capital growth. The fund normally will invest at least 75% of its total assets in the traditional funds. The advisor will determine the specific asset allocation program on a continuous basis, based on its forecast of the overall market. On each day that the fund is open for business, the advisor will review the asset allocation program and reallocate, as necessary, for any new funds invested in the fund. The advisor also will reallocate the fund's investments in the traditional funds at the end of each fiscal quarter to maintain the asset allocation program.
Fund filings (PDF) »
Arthur Ally (Started: Oct 5, 2000)
# Contact ?>
Timothy Plan, 1055 Maitland Center Commons, Maitland, FL 32759, USA