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Pro-Blend® Conservative Term Series is invested in a conservative mix of stocks, bonds, and cash that seeks to provide capital preservation as a primary goal, with income and capital growth as secondary objectives.
The fund manager diversifies this portfolio primarily among fixed income securities, typically focusing on short to intermediate-term maturities. Stock investments may be focused on dividend paying securities in pursuit of growth opportunities and income generation. The manager will adjust the investment mix over time to manage risk — continually looking at individual securities and market conditions to determine the relative attractiveness of each investment. In general, the manager will increase stock holdings when valuations are low and reduce the fund’s stock exposure during speculative markets.
Lifestyle funds offer professional management and asset allocation through a choice of investment objectives that range from fairly aggressive to fairly conservative. All an investor has to do is determine which objective best suits his or her current risk tolerance and investment time horizon, then decide when to move to a different objective as his or her personal situation changes over the years.
Generally, the longer your time horizon, the more aggressive your investment objective can be. Greater stock exposure is typically associated with higher return potential and higher capital risk.
All investments involve risks, including possible loss of principal. Because the fund invests in both stocks and bonds, the value of your investment will fluctuate in response to stock market movements and changes in interest rates. Investing in the fund will also involve a number of other risks, including issuer-specific risk, foreign investment risk, and small-cap/mid-cap risk.
Available in all 50 states.
*May be waived for qualified retirement plans and investors who establish an automatic investment plan.
Includes a shareholder servicing fee of 0.20%.
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate, so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than that quoted.
This investment list is unaudited and excludes cash.
Investments will change over time.
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