Balanced Taxable

Objective

This strategy seeks to maximize risk-adjusted total return over a full market cycle.

What is the Balanced Taxable Strategy?

  • Invests in both equity and taxable fixed income securities.
  • Equity portion is comprised of securities selected from Moran Wealth Management’s proprietary equity strategies.
  • Fixed income allocation is primarily invested in ETFs holding government, corporate and high-yield fixed income securities.

Category

Balanced

Ticker

BTAX

Inception

10/31/1993

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