Liberty One 3

Minimum Investment Amount: $10,000 – Money Concepts BD Only

Investment Objective: Seeks to provide a target total return of 4-6% consistent with preservation of capital with a secondary objective of providing income

Portfolio Allocation: 38% Fixed Income, 35% Equities, 17% Utilities, 5% Real Estate, 5% Cash

Type(s) of Investments: Mutual Funds

Distinguishing Characteristics:

    • Model normally invests 38% of assets in Fixed Income Income securities chosen for their low volatility, low standard deviation and duration. 17% in Utilities, and 35% of assets are invested in Large and Mid-Cap equity securities. 5% of assets are invested in Real Estate.

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Riskalyze Score 47

Performance Summary

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