These funds are managed to balance the dual objectives of capital appreciation and portfolio diversification by investing in equities, bonds, and short-term securities. Many funds emphasize yield as a significant contributor to long-term results. All returns are net of fees. Fund data, investment objectives, and style definitions are provided by Morningstar. Although data are gathered from reliable sources, Morningstar cannot guarantee completeness and accuracy.
Funds are selected using the following criteria:
The investment objective of the fund must be balanced.
Fund must also have a minimum of four years history and at least $10 million in net assets.
Currency: US dollars