Balanced Dividend Sustainability & Income Portfolio


The Portfolio seeks to provide current income and the potential for capital appreciation.

Strategy Description

The Portfolio seeks to achieve its objective by investing in a portfolio of dividend-paying common stocks and fixed income exchange-traded funds ("ETFs"). The common stocks are derived from the S&P 500 Dividend Aristocrats Index, an index consisting of stocks of those companies contained in the S&P 500 Index that have followed a policy of consistently increasing dividends every year for at least 25 years. The dividend-paying fixed income ETFs are strategically chosen based on their exposure to US and foreign fixed income securities of varying maturities, sub-categories and credit quality.




Asset Class

Investment Strategy/Goal

Investment Type/Style