Life Vision Conservative
Fund Resources
- Fact Sheet (PDF | 192 KB)
- Prospectus - A, B, C & I Shares(PDF | 512 KB)
- Annual Report (PDF | 2 MB)
- Semi-annual Report (PDF | 953 KB)
- SAI (PDF | 2 MB)
| Class | CUSIP | Ticker |
|---|---|---|
| A | 76628R359 | SVCAX |
| B | 76628R342 | SCCBX |
| C | 76628R334 | SCCLX |
| I | 76628R367 | SCCTX |
Objective
The Fund seeks both capital appreciation and current income.
Suitability
This Fund may be appropriate for investors who want income from their investment, as well as an increase in its value, but not to reduce risk by limiting exposure to equity securities.
Investment Risks
This Fund carries higher reward potential and, correspondingly, has greater risk tied to it than more conservative investments.
Stocks are more volatile and carry more risk and return potential than other forms of investments. Bonds offer a relatively stable level of income, although bond prices will fluctuate, providing the potential for principal gain or loss. Cash equivalents offer low risk and low return potential.
The B Shares of the Life Vision Funds are closed to new investors as of August 1, 2005.