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 fund expects to allocate approximately 75.60% of its assets to equity underlying funds and 24.40% of its 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 10% from the targets.