Liberty One 4

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

Investment Objective: Seeks to provide a target total return of 5-7% managed first for low volatility growth with a secondary objective of income

Portfolio Allocation: 45% Equities, 23% Fixed Income, 22% Utilities, 5% Real Estate, 5% Cash

Type(s) of Investments: Mutual Funds

Distinguishing Characteristics:

    • Model normally invests 23% of assets in Fixed Income Securities chosen for their low volatility, low standard deviation and duration. 45% of assets are invested in Equities consisting of Large-Cap, Mid-Cap, and Small-Cap Global equity securities. 22% in Utilities and 5% of assets are invested in Real Estate.

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Riskalyze Score 56

Performance Summary

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