The investment seeks the highest total return over time consistent with a primary emphasis on capital growth and a secondary emphasis on income. The fund invests in a diversified portfolio typically consisting of approximately 80% stocks and 20% bonds and money market securities. Domestic stocks are drawn from the overall U.S. market. International stocks are selected primarily from large companies in developed markets but may also include investments in emerging markets.
Fund filings (PDF) »
Charles Shriver (Started: May 1, 2011)
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Dubai International Financial Centre, PO Box 482023, The Gate, Level 15, Office 24