Large Cap Balanced

Balanced Strategies

Large Cap Balanced

Multi-Cap Balanced





Style:  Balanced

Inception:  1/1/1985

Benchmark:  60% S&P 500 / 40% Bloomberg U.S. Intermediate Govt Credit Index

Current allocation: 60% equities, 40% bonds

35 to 45 equity securities per portfolio

Equity industry exposure not to exceed 25% and no more than 5% to any one stock, in general

Bonds are investment grade at purchase

Fully invested with a cash allocation not in excess of 5%

  • Our Balanced Portfolio strives to provide income and capital growth by investing in high quality bonds and equities.
  • Consistency of approach and adherence to sound fundamental analysis is the basis of our conservative investment process.

Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210


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