Large Cap Balanced

Balanced Strategies

Large Cap Balanced

Multi-Cap Balanced

highlights

Philosophy

process

 

Style:  Balanced

Inception:  1/1/1985

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

Investment Oversight Committee current allocation: 65% equities, 35% bonds

35 to 45 equity securities per portfolio

Equity industry exposure not to exceed 15% 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.

Investment Policy Committee

Congress Asset Management Investment Oversight Committee

Key documents

Balanced Strategy Card

Balanced Commentary

Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210

617.428.4300

Privacy Policy

© Congress Asset Management Company 2020