balanced fund

For long-term investors who seek a rate of return that exceeds the inflation rate and want to limit downside risk in declining market environments.

• View Fund Profile
• Investor Information
• Download Prospectus
• More in this quarter's Balanced Fund Quarterly Report

environmental, social &

governance (esg)

• Investment Philosophy

coronavirus (COVID-19)

• Coronavirus Updates

economic commentary

The emergence of the Omicron variant at the end of the quarter was swift and far-reaching. Despite the fact that fully vaccinated people are now contracting the new virus, the ongoing strain on the health care system continues to be driven by the unvaccinated. Stricter measures have once again been put in place, which will have a negative impact on first quarter economic activity. The hope is, despite...

• More in our Economic Commentary