Large Cap Balanced
Key Investment Tenets
Strategy Highlights
Style: Balanced
Inception: 1/1/1985
Benchmark: 60% S&P 500 / 40% Bloomberg US Intermediate Govt Credit Index
Current allocation: 60% equities, 40% bonds
key documents
Congress Asset Management
2 Seaport Lane, 5th Floor
Boston, MA 02210
617.428.4300