4.23% Energy 2.5% Utilities 1.47% Real Estate 1.47% Healthcare 0.89% Asset Breakdown % of Mix US Stock 42.87% Non US Stock 21.45% Cash 18.31% US Bond 15.11% Non US Bond 1.66% Other 0.54% Preferred 0.05% Currency 0.01% Country Allocation ...
+/- Morningstar Mod Tgt Risk TR USD 0.25 2.03 6.17 8.17 +/- Category (AL) 0.02 2.03 4.18 8.42 Rank in Category 52 7 4 2 Updated 10/31/23 Investment Strategy The fund’s primary objective is “to generate equity-like returns over the long-term, take less risk than the market and...