MIP
Investment Overview
The MIP…
Investment Strategy
The goal of the MIP…
Minimum
There is a…
Getting Into the Details
The MIP series trades mutual funds with an approximate target ratio as seen below. This allocation may vary at the discretion of the manager.
MIP Agressive
Conservative Growth
- 45% Stocks
- 55% Bonds
Comparative Benchmarks
- S&P 500 Reinvested 5%
- HFRX Equity Hedge Index 40%
- Barclay Capital US Aggressive Bond TR Index 55%
MIP Growth
Conservative Growth
- 65% Stocks
- 35% Bonds
Comparative Benchmarks
- S&P 500 Reinvested 5%
- HFRX Equity Hedge Index 60%
- Barclay Capital US Aggressive Bond TR Index 35%
MIP Balanced Growth
Conservative Growth
- 80% Stocks
- 20% Bonds
Comparative Benchmarks
- S&P 500 Reinvested 5%
- HFRX Equity Hedge Index 85%
- Barclay Capital US Aggressive Bond TR Index 10%
MIP Conservative Growth
Conservative Growth
- 100% Stocks
Comparative Benchmarks
- S&P 500 Reinvested 10%
- HFRX Equity Hedge Index 90%
- Barclay Capital US Aggressive Bond TR Index 0%
MIP Conservative
Conservative Growth
- 100% Stocks
Comparative Benchmarks
- S&P 500 Reinvested 10%
- HFRX Equity Hedge Index 90%
- Barclay Capital US Aggressive Bond TR Index 0%
Platforms
