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Stewards Fund Investment Options
Option 1
Fixed Income Fund (Low Risk)
The Fund seeks to primarily provide a consistent level of income with capital appreciation as a secondary goal. The Fund invests primarily in U.S. Treasuries, Government agency securities and high quality corporate credits. The Fund may invest small allocations to high yield bonds and foreign bonds. This Fund is ideal for clients with low risk tolerance and short to medium term liquidity needs.
Option 2
Conservative Fund (Low Risk)
The Fund seeks to preserve capital while providing current income and modest long-term capital growth potential. The Fund will maintain a broad diversification of asset classes. This Fund is ideal for conservative clients with lower tolerance for risk and an intermediate term investment objective (3-7 years).
Option 3
Balanced Fund (Moderate Risk)
The Fund seeks to provide a balanced source of current income and moderate long-term capital growth while maintaining some capital protection. TheFund will maintain a broad diversification of asset classes. This Fund is ideal for clients with moderate risk tolerance and intermediate term investment objectives (5+ years).
Option 4
Growth Fund (Moderate to High Risk)
The Fund seeks to provide long-term capital appreciation as its primary goal. The Fund will maintain a broad diversification of asset classes. This Fund is ideal for clients with a long-term investment objective (10+ years) with a higher degree of risk tolerance.
Footnote: You retain the ability to recommend your own allocation among Barnabas Foundation funds. Contact us directly to discuss a self-directed investment account.