The Balanced Strategy seeks to provide a total return through a combination of income and capital appreciation. The strategy normally invests 35-70% of its assets in equity securities and the remaining assets in fixed-income securities, cash, and cash equivalents.
For the strategy’s equity exposure, financially strong companies with healthy free cash flow and good prospects for future earnings growth are targeted. For its fixed-income exposure, the strategy seeks to diversify across sectors while mitigating various risks that may be present in the fixed-income markets.
The strategy may also invest in securities of foreign companies or ETFs of foreign indices, including emerging markets.
Sorted alphabetically by company name. Holdings are subject to change after the date presented. Quotes are 15 minute delayed.