Mutual Fund Portfolios
Conservative
A Conservative Mutual Fund Portfolio is focused on producing income and preserving capital. It holds variable annuity and mutual funds that invest in domestic and foreign stocks (50%) with an emphasis on dividend-paying issues, with the remaining assets invested in fixed income mutual funds (50%). Equities are allocated similarly to Standard & Poor’s ten sector model and rebalanced based on expected earnings.
Moderate Risk
A Growth at Moderate Risk Mutual Fund Portfolio is focused on a balance between capital appreciation and income. It holds variable annuity and mutual funds that invest in domestic and foreign stocks (70%) with the balance allocated to fixed income mutual funds (30%). Equities are allocated similarly to Standard & Poor’s ten sector model and rebalanced based on expected earnings.
Aggressive Growth
An Aggressive Growth Mutual Fund Portfolio is focused on capital appreciation. It holds variable annuity and mutual funds that invest in domestic and foreign stocks (80%) with the balance allocated to fixed income mutual funds (20%). Equities are allocated similarly to Standard & Poor’s ten sector model and rebalanced based on expected earnings.
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