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Associated Asap2 Conserv Growth Strategy (0P0000WZKK)

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Associated ASAP2 Conserv Growth Strategy historical data, for real-time data please try another search
0.022 0.000    0.00%
04/02 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Associated Trust Company
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.9M
Associated ASAP2 Conserv Growth Strategy 0.022 0.000 0.00%

Associated Asap2 Conserv Growth Strategy Overview

 
On this page you'll find an in-depth profile of Associated Asap2 Conserv Growth Strategy. Learn about the key management, total assets, investment strategy and contact information of 0P0000WZKK among other information.
Category

Allocation--70% to 85% Equity

Total Assets

5.9M

Expenses

Inception Date

Apr 02, 2001

Investment Strategy

The fund is designed to primarily provide growth of capital, but at a level of risk that is less than that of a portfolio fully invested in stocks. Approximately 20% of the portfolio will be allocated to fixed-income securities to pursue this lower risk profile. The majority of the portfolio will consist of a diversified portfolio of stocks emphasizing large company stocks, but will also include smaller allocations to mid- and small-sized stocks, as well as foreign stocks. The remainder of the portfolio will primarily consist of investment-grade, high quality bonds.

Contact Information

Address 200 North Adams
Green Bay,WI 54301
United States
Phone 1-800-682-4989

Top Executives

Name Title Since Until
Chan Barden - 2001 Now
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