How The Fund Works

Investments & Performance
Asset Class Range

The Fund’s Board of Trustees sets the investment policy with a target weight for each asset class in the Fund’s portfolio. They also set a range around the target, allowing flexibility to overweight or underweight accordingly.

While the position in each range is monitored monthly, the Fund is required to rebalance the portfolio at the end of each quarter if an asset class ends up outside its range.

Look Through December 31, 2018