|100 Pearl St., 9th Fl. , Hartford, CT 06103|
|Fund Manager||Team Managed|
The fund seeks after-inflation capital appreciation and current income. The fund seeks to achieve its investment objective through a combination of active allocation between asset classes and actively managed strategies within those asset classes. The fund allocates its investments among asset classes in response to changing market, economic, and political factors and events that the portfolio managers believe may affect the value of the funds investments. In making investment decisions for the fund, the portfolio managers seek to identify trends and turning points in the global markets. To gain exposure to the various asset classes, the fund incorporates actively managed underlying strategies,both directly through dedicated teams managing separate sleeves of the fund and indirectly through investments in affiliated mutual funds, and may also make use of passive instruments. Under normal circumstances, the fund invests directly and indirectly in globally diverse equity securities,fixed-income securities, and long and short positions across multiple asset classes. The fund may also invest in exchange-traded funds (ETFs),unaffiliated mutual funds, other pooled vehicles and derivative instruments such as futures, among others. The funds actively managed underlying strategies incorporate environmental, social and governance (ESG) factors into the selection of individual securities, and the portfolio managers also consider ESG factors in the construction of the overall portfolio. The fund s allocations to different strategies and instruments are expected to vary over time and from time to time.
|Asset Type||% Of Allocation|
|Total Net Assets||52.34 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$100|
|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|
|ESGU||ISHARES ESG AWARE MSCI USA||4.50%|
|ESGE||ISHARES ESG AWARE MSCI EM||4.01%|
|AGG||ISHARES CORE US AGGREGATE BON||1.80%|
|SFGI:SP||SINO GRANDNESS FOOD INDS GRP||0.00%|
|CHMI||CHERRY HILL MORTGAGE INVESTM||0.00%|
|SMMV||ISHARES MSCI USA SM CAP MIN V||0.81%|
|PBW||PWRSHARES WILDERHILL CLEAN EN||0.44%|
|INRG||ISHARES GLOBAL CLEAN ENERGY||0.41%|
|NEE||NEXTERA ENERGY INC||0.24%|
|JNJ||JOHNSON & JOHNSON||0.14%|
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