Investment Strategies

Power Sector Portfolio

This portfolio (formerly Diversified Global Sector Fund Portfolio) is for investors who seek high market return potential from an actively-managed portfolio of sector, single country, regional, international stock, fixed income and money market funds. The portfolio holds four funds, at any given time, from a universe of as many as 25+ (universe may vary depending on availability).

The Power Sector Fund Portfolio is designed to track the continuing sector rotation of the markets as well as the general moves among stocks, bonds and international markets. Holding four funds at a time provides greater diversification than holding one, which provides greater stability, while providing the ability to concentrate on those sectors that are showing the strongest relative strength.


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