This fund invests in a portfolio of U.S. stocks and bonds.
Income Investor
Sorry, you do not have access to this content.The fund has posted only one double-digit year since 2015 (an 11% gain in 2019) and is fractionally in the red year-to-date. The three-year average annual compound rate of return to Aug. 31 was 5.67%.- Gordon Pape
Current Advice
Sell
Consult your broker/advisor
Capital Gain/Loss
-7.7%