WealthShape Moderately Conservative 40/60 Index Portfolio
This portfolio is comprised of 40% equity and 60% fixed income. It is considered conservative and falls in the moderately conservative risk rating. It is designed for investors who seek current income and stability, with modest potential for increase in the value of their investments. Investors are able to accept infrequent and modest losses during difficult phases in a market cycle and have an investment time horizon of at least five years.
