Moderate Fixed Income Portfolio

AAMA’s Moderate Fixed Income Portfolio is designed to provide interest income and modest appreciation of capital through investments in mutual funds with bonds and domestic stocks. 75 percent of the assets are invested in funds that invest in fixed income securities, and the balance of the assets are invested in a selection of growth mutual funds which reflect the growth portfolio strategies.

This portfolio is designed for the investor who seeks current income with modest potential for growth through equity investments, low volatility of returns and a short to moderate time horizon.