Life Vision Moderate Growth
Fund Resources
- Fact Sheet (PDF | 193 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 | 76628R268 | SVMAX |
| B | 76628R250 | SVGBX |
| C | 76628R243 | SVGLX |
| I | 76628R276 | CLVBX |
Objective
The Fund seeks both capital appreciation and current income.
Suitability
This Fund may be appropriate for investors with a time horizon of at least 5 years until retirement. This Fund should offer investors a balanced level of income and capital appreciation, while subjecting them to a lower level of principal risk.
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.