Transcription of SmartMix Funds
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SmartMix Funds
SmartMix FundsQuarterly fund ReportAs of September 30, 2018 Returns over timeYTDC onservative fund Blend Blend fund Blend *Annualized Moderate fund Aggressive FundInvestment Grade Bonds62%Large Cap Stocks35%Large Cap Stocks42%Large Cap Stocks13%Investment Grade Bonds27%International Stocks14%Real Estate6%International Stocks11%Mid/Small Cap Stocks11%High-Yield Bonds5%Mid/Small Cap Stocks7%Real Estate10%International Stocks4%Real Estate7%Investment Grade Bonds8%Cash4%Emerging Market Stocks5%Emerging Market Stocks7%Emerging Market Bonds3%High-Yield Bonds3%High-Yield Bonds5%Mid/Small Cap Stocks2%Cash3%Emerging Market Bonds2%Emerging Market Stocks1%Emerging Market Bonds2%Cash0%GROWTH OF $1001 Custom Blend Conservative.
some capital appreciation and dividends. This Fund has the lowest expected risk and return potential of the three SmartMix Funds, with a target allocation of 65% to bonds and cash and 35% to stocks and real estate. Moderate Fund The Moderate Fund seeks moderate growth from capital appreciation, dividends and interest income.
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