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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,464.40 | 30.69 | 0.29% |
| NASDAQ | 2,176.05 | 6.87 | 0.32% |
| S&P 500 | 1,110.63 | 4.98 | 0.45% |
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The investment seeks an appropriate balance between long-term capital appreciation and capital preservation.
The fund primarily invests in exchange traded funds. Under normal circumstances, it invests at least 25% and no more than 65% of assets in all equity securities, including domestic and international equity securities; at least 25% and no more than 65% of net assets in fixed-income securities of any credit quality, including ETFs that invest in fixed-income securities; and at least 10% and no more than 40% of net assets, including ETFs that invest in alternative assets. The fund is nondiversified.
| Name | % of Total Fund Assets | |
|---|---|---|
| iShares Barclays 7-10 Year Treasury () | 13.17 % | |
| Vanguard Short-Term Bond ETF () | 12.03 % | |
| Vanguard Small Cap Growth ETF () | 10.16 % | |
| PowerShares Dynamic Large Cap Growth () | 9.93 % | |
| iShares Dow Jones US Consumer Goods () | 6.21 % | |
| View Holdings | ||
Moderate Allocation
Average
Notices and Terms: Confirm all data with your broker before trading.
BATS data provided in real-time. NYSE, NASDAQ and AMEX data delayed 15 minutes.
Quote data provided by Interactive Data. Historical prices provided by Prophet. © [2007] Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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