|
|
 |
|
|
|
|
|
|
Aggressive Growth Funds Model
This model is designed as a growth portfolio to serve investors with high risk tolerances. The intended objective of the allocation is to provide high capital appreciation. The strategy utilizes several asset classes - large capitalization stocks, mid capitalization stocks, small capitalization stocks, international stocks, and money market/cash reserve funds. Generally, the managers of the stock mutual funds within this model purchase stocks with high growth potential and high intrinsic values compared with their current market value. Appropriate investors have a long-term time horizon of 10 years or more.
|
|
- The strategy utilizes several asset classes - large capitalization stocks, mid capitalization stocks, small capitalization stocks, international stocks, and money market/cash reserve funds.
- Generally, the managers of the stock mutual funds within this model purchase stocks with high growth potential and high intrinsic values compared with their current market value.
- Appropriate investors have a long-term time horizon of 10 years or more.
|
As of June 30, 2008 |
Inception Date |
Last Month |
Last 3 Months |
Year to Date |
Last 12 Months |
2007 |
2006 |
Since Inception |
|
Aggressive Growth Fund Portfolio |
12/31/2005 |
3.5% |
-3.7% |
-4.7% |
-4.1% |
3.9% |
5.4% |
4.2% |
|
+/- Benchmark return |
12/31/2005 |
-1.4% |
-2.5% |
-4.9% |
-7.3% |
-3.5% |
1.3% |
0% |
To contact an MBT Wealth expert and discuss this or other model portfolios please click here or call 800-321-0032.
|
|
|
|
|