Appropriate for the investor who seeks both modest capital appreciation and income from their portfolio.This investor will have either a moderate time horizon or a slightly higher risk tolerance than the most conservative DHW client.
- General Investor Profile: Following Morning Star’s description of conservative risk, this investor will have either a moderate time horizon or a slightly higher risk tolerance than the most conservative DHW client.
- Objective: While this range is still designed to preserve the investor’s capital, fluctuations in the values of portfolios may occur from year to year.
- Benchmark: MorningStar Conservative