The investment seeks high total return over time through a combination of capital appreciation and income.
The fund is a "fund of funds" that invests in Institutional Class shares of other funds of the Trust and potentially in other investment pools or investment products. The managers expect to allocate approximately 66.00% of the fund's assets to equity underlying funds and 34.00% of the fund's assets to fixed-income underlying funds. These allocations represent targets for equity and fixed-income asset classes. Target allocations will change over time and actual allocations may vary up to ten percentage points from the targets.