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Conservative Funds Portfolio
This model is designed to provide income for investors with very low risk tolerances who posses current cash flow needs. The intended objective of the allocation is a high current income and the preservation of capital.
The strategy utilized is conservative account management where the account will be invested in several asset classes - domestic and international corporate bonds, U.S. government bonds, U.S. mortgage bonds, and money market/cash reserve funds.
Generally, the managers of the mutual funds within this model purchase securities conservative in nature. The securities will include high quality bonds and other debt obligations to control interest rate risk and reduce credit risk. Appropriate investors have a short-term time horizon of 1 to 3 years.
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The SelectAdvantage Funds portfolios use mutual funds chosen for their:
- Total return track record in up and down markets.
- Management tenure of at least 3 years for reliability of strategy and performance
- No-load structure and expenses in the lowest 1/3rd of its peer group
- Volatility measures in the bottom 1/3rd of its peer group
- Above-average tax efficiency of the fund is also considered
By utilizing this and additional screening criteria, as well as strategically rebalancing the portfolios at least quarterly for market conditions, Select Advantage funds portfolios are optimally positioned to outperform.
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As of December 31, 2009 |
Inception Date |
Last Month |
Year to date |
Last 12 Months |
Last 2 Years |
Last 3 Years |
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Conservative Fund Portfolio |
12/31/2005 |
-0.20% |
14.60% |
14.60% |
5.10% |
5.10% |
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Barclays U.S. Aggregate Index |
12/31/2005 |
-1.56% |
5.93% |
5.93% |
5.58% |
6.04% |
To contact an MBT Wealth expert and discuss this or other model portfolios please click here or call 800-321-0032.
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