SAVN
LifeGoal Conservative Wealth Bui
SAVN
8,80
0,00 Bil. AUM
0,3% Expense Ratio
8,79 NAV
LifeGoal Conservative Wealth Bui Profile
About LifeGoal Conservative Wealth Bui
The fund is designed to assist investors general savings goals. Under normal market conditions, the fund will invest its assets within the following ranges: 70-95% of its assets in fixed income and cash and cash equivalents, 0-25% of its assets in equities, and 0-35% of its assets in a combination of underlying funds providing exposure to commodities and high yield debt securities. The adviser seeks to emphasize exposure to fixed income, in order to avoid excessive volatility of returns.
- Company
- Holdings
- 2
- CUSIP
LifeGoal Conservative Wealth Bui Sectors
| Industry | Percentage |
|---|---|
| Financial Servic | 16,05% |
| Healthcare | 14,59% |
| Basic Materials | 12,26% |
| Consumer Defensi | 9,51% |
| Industrials | 9,48% |
| Energy | 9,47% |
| Real Estate | 7,78% |
| Technology | 6,52% |
| Communication Se | 5,68% |
| Consumer Cyclica | 4,77% |
| Utilities | 3,89% |