Investment Funds - Managers for Funds
Investment advisory services are provided
by The MonroeVos Consulting Group, Inc. of Houston, TX and
Birmingham, AL utilizing nine of "America's best" investment
managers.
Fund Name
Fund A
(Income) |
Percent Fixed Assets
100.00%
|
Percent Equity Assets |
Fund B1
(Income with Growth) |
75.0%
|
13.0% Large Cap Stock
8.0% International
4.0% Small to Mid Cap Stock |
Fund B2
(Balanced) |
60.0%
|
20.0% Large Cap Stock
15.0% International
5.0% Small to Mid Cap Stock |
Fund B3
(Growth with Income) |
50.0%
|
26.0%
Large Cap Stock
9.0% International
15.0% Small to Mid Cap Stock |
Investment Managers
| PIMCO Total Return Fund III |
Fixed |
Newport Beach, CA |
| Atalanta Sosnoff Capital |
Large Cap Growth |
New York, NY |
|
MWQ Investment Management Co. |
Large Cap Value |
Los Angeles, CA |
| Tradewinds NWQ Global Investors |
Internatinoal |
Los Angeles, CA |
|
Eagle Asset Management |
Small Cap Growth |
St. Petersburg, FL |
|
Advisory Research |
Small/Mid Cap Value |
Chicago, IL |
Investment Philosophy and Choice of Funds
Total Returns
Services and Fees
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