Liberty One 5

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

Investment Objective: Seeks to provide a target total return of 6-8% with a primary objective to maximize total return and a secondary objective of income.

Portfolio Allocation: 60% Equities, 15% Utilities, 10% Fixed Income, 10% Real Estate, 5% Cash

Type(s) of Investments: Mutual Funds

Distinguishing Characteristics:

    • Model normally invests 10% of assets in Fixed Income securities chosen for their low volatility, low standard deviation and duration. 15% Utilities and 10% in Real Estate. 60% of assets are invested in Equities consisting of Large-Cap, Mid-Cap and Small Cap Global equity securities

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Riskalyze Score 64

Performance Summary

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