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Fund |
| Fund name: Balanced
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| Symbol: BRBPX
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Portfolio contains these types of investments:
Bonds, Stocks, Covered Calls, Secured Puts
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| Minimum Investment: $2,000
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| 1-Year Profit Projection: N/A
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Brief fund description:
This Portfolio seeks to provide a high current return with short-term risk less than or equal to 40% of the stock market. The Balanced Portfolio uses two main strategies. The first is option writing, a strategy in which one sells covered calls or secured put options. The Portfolio invests in companies of any size for which exchange-traded options are available. The second main strategy is fixed-income investments. At least 25% of the of the Portfolio's total assets will be invested in fixed income securities.
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Expenses
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| Annual expense ratio: .94%
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| Tax Efficiency: NA
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Load Type:
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| Load Percentage: N/A
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Performance
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| Performance 3 Months: N/A
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| Performance Year to Date: N/A
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| Performance 12 Months: N/A
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| Performance 3 Years: N/A
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| Performance 5 Years: N/A
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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