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This section will provide you with mutual fund information pertaining to education, portfolio diversification, investment tips, research covering load and no-load mutual fund performance, MorningStar ratings, category rankings, descriptions, holdings, prospectuses, fund composition, weightings, fees, expenses, toll-free phone numbers and much more.



Asset Allocation

There is no need to further diversify your portfolio in this category. The fund manager will handle diversification and asset allocation. Asset allocation mutual funds may offer you a variety of choices from a conservative portfolio strategy to an aggressive portfolio or somewhere in between.

For example, you would select one of the following investment strategies that best fits your investment objectives:
  1. Preservation of Capital,
  2. Income,
  3. Income and Growth,
  4. Growth, or
  5. Aggressive Growth.

Always read the prospectus carefully before investing in any mutual fund. Contact Scott Ulves with any questions you may have.

 
 
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