|PO Box 8422 , Boston, MA 02266-8422|
|Fund Manager||Team Managed|
The Fund seeks regular income, conservation of principal, and an opportunity for long-term growth of principal and income. The Fund invests in a diversified portfolio of equity securities and debt securities.Under normal circumstances no less than 25% and equitize, or create equity market exposure, approximately equal to some or all of its non-equity assets. The Fund may also invest in interest rate derivatives such as U.S. Treasury futures and swap agreements for a variety of purposes, including, but not limited to, managing the Funds duration or adjusting the Funds exposure to debt securities with different maturities.
|Asset Type||% Of Allocation|
|Total Net Assets||15.51 B|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$1000|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|WFC||WELLS FARGO & CO||3.04%|
|SCHW||CHARLES SCHWAB CORP||2.61%|
|COF||CAPITAL ONE FINANCIAL CORP||2.44%|
|GOOG||ALPHABET INC CLASS C||2.27%|
|GSK||GLAXOSMITHKLINE PLC ADR||2.06%|
|CHTR||CHARTER COMMUNICATIONS INC||2.03%|
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