Investor's Wiki

Portfolio Products


A Diversified Portfolio in One Mutual Fund

A Mutual Fund is a single product that contains many underlying securities such as stocks, bonds, and cash instruments. A Portfolio Product is a fund of funds, where a single product contains many underlying Mutual Funds within it and is designed to operate as a stand-alone  portfolio unto itself.

A single Portfolio Product can house thousands of stocks, bonds, and other financial instruments. A management team continually monitors and adjusts the portfolio to adapt to changing market conditions, allowing for active and responsive investment management at all times.