WealthShape Moderate 60/40 Index Portfolio
This portfolio is comprised of 60% equity and 40% fixed income. It is considered moderate and falls in the moderate growth risk rating. It is designed for long-term investors who don’t need current income and want
some growth potential. Likely to entail some fluctuations in value, but presents less volatility than the overall equity market. Investors seek long-term principle growth and moderate preservation of capital. They are able to accept higher short-term volatility during difficult phases in a market cycle and have an investment time horizon of at least six years.
