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The investment seeks to provide investors with current income and preservation of capital.
The fund is a fund of funds which seeks to achieve its investment objective by primarily investing in a diversified portfolio of underlying equity and fixed income funds, although a portion of assets may be invested in cash, cash equivalents, or in money market funds. Under normal circumstances, it expects to invest 20-40% of assets among equity funds and 60-80% among fixed-income funds.
| Name | % of Total Fund Assets | |
|---|---|---|
| Old Mutual Barrow Hanley Core Bond Intl () | 31.95 % | |
| Old Mutual Dwight S/T Fixed Income Instl () | 10.12 % | |
| Old Mutual Dwight High Yield Intl () | 9.27 % | |
| Old Mutual International Bond Instl () | 8.95 % | |
| Old Mutual Dwight Interm Fixed Inc I () | 8.89 % | |
| View Holdings | ||
Conservative Allocation
Below Average
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