Balanced
Our balanced strategy seeks to provide high current return with short-term risk less than or equal to 40% of that of the stock market.
Target Benchmark
Weighted return represented by 40% of the S&P 500 Index and 60% of the Bloomberg/EFFAS U.S. Government Bond Index.
Investment Universe
Both equity and debt securities, including companies on which exchange-traded options are available.
Security Selection and Weighting
A combination of equity and debt securities, seeking to provide less volatility along with above-average performance. Fixed income investments may represent up to 25% of assets; option writing on up to 75% of assets (not all positions are covered by options).
Available Investment Vehicles
| Mutual Fund | Separate Account | |
|---|---|---|
| Name | Balanced Fund | NA |
| Inception | 06/29/01 | NA |
| Symbol | BRBPX | NA |
| Minimum Investment | $2000 | NA |
| Sales Load | 0.00% | NA |
| 12-b1 Fees | 0.00% | NA |