EXBAX

This fund primarily directs its investments towards common equities and fixed income securities with intermediate to long-term maturities. Its equity exposure is broad, covering domestic and international companies, including those in emerging markets, as well as American Depository Receipts (ADRs). The fund may hold shares in companies of varying sizes, from small to large-capitalization firms, including mid-sized enterprises. Additionally, it has the option to utilize derivative financial instruments. While its fixed income portfolio predominantly targets maturities of five to ten years, the fund maintains the discretion to acquire debt instruments across the full spectrum of maturities.