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Building and maintaining a properly diversified investment portfolio amid today's dynamic market environment can be overwhelming for even seasoned investors. Today more than ever, a one-stop approach to portfolio diversification may be your best choice.
We offer various types of asset allocation funds to serve different investment needs. While each fund is a little different, they are all backed by our steadfast commitment to research and careful adherence to strategic goals and principles.
| Balanced Allocation | Designed to provide modest growth and below-average risk |
| Target Date | Asset allocation dynamically shifts to reduce your risk the closer you get to your horizon date |
| Target Risk | Designed to maintain a specific asset allocation and risk level |
| Income and Real Return | Designed to address key income needs |
