Stability Fund
Goal: Protect against Risk
Stability Fund
This fund holds low risk low yield assets in an attempt to balance the risk profile of the overall portfolio
Frequently Asked Questions
How much of the portfolio is stability?
Right now it’s about 20 to 30%.
Why don’t you be more aggressive?
The goal is to always have funds available in the long term, even if giving up some gains.
What is the expected return on this?
About 1 to 4 percent total weighted average.
Is this risk free?
Partially, but no.