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Conservative Funds Model
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 strategy utilized is conservative account management where the account will be invested in a 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. These 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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As of June 30, 2008 |
Inception Date |
Last Month |
Last 3 Months |
Year to date |
Last 12 Months |
2007 |
2006 |
Since Inception |
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Conservative Fund Portfolio |
12/31/2005 |
-3.50% |
-3.70% |
-4.70% |
-4.10% |
3.90% |
5.40% |
4.20% |
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+/- Benchmark return |
12/31/2005 |
-1.40% |
-2.50% |
-4.90% |
-7.30% |
-3.50% |
1.30% |
0.00% |
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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