Multi-Cap Balanced

Balanced Strategies

Large Cap Balanced

Multi-Cap Balanced





Style:  Balanced

Inception:  9/30/2003

Benchmark:  60% S&P 1500 / 40% Bloomberg U.S. Intermediate Govt Credit Index

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

50 to 60 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 Multi-Cap 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

Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210


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