Conservative Allocation
Conservative-allocation portfolios seek to provide both capital appreciation and income by investing in three major areas: stocks, bonds, and cash. These portfolios tend to hold smaller positions in stocks than moderate-allocation portfolios. These portfolios typically have 20% to 50% of assets in equities and 50% to 80% of assets in fixed income and cash. Morningstar®
WBI Absolute Return Balanced Fund (WBBAX)
| Performance (1-yr.): 4.96% | Expenses: 1.84% |
| Performance (1-mo.): 0.09% | Total Assets: $86.54M |
