30 YEAR HISTORY OF
Providing S&P 500®-Like Returns with Significantly Less Volatility
Fund Highlights
- High-conviction large-cap growth equities paired with an active intermediate-term bond strategy
- Dynamic asset allocation approach that migrates between 35%-65% equity depending on market conditions
- Integrated research allows our equity and fixed income analysts to work side by side covering the same global sectors

RATINGS AND AWARDS
