SFAAIX 60/40 Asset Allocation Portfolio

Objective

The trust seeks to provide above average total return primarily through price appreciation. There is no assurance that the trust will achieve its objective.

Strategy Description

The trust seeks to achieve its objective by investing in a portfolio of equity securities of operating companies and exchange-traded funds (“ETFs” or “funds”). As of the trust’s inception, the portfolio invests approximately 60% of its assets in the equity securities portion of the portfolio and approximately 40% of its assets in ETFs with policies to invest primarily in fixed-income or other income-oriented securities.

Summary Data

Label Value
Symbol SFAAIX
Status
Sponsor
Series Series 2020-1Q
Asset Class
Investment Strategy/Goal
Investment Type/Style