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JOBERG FUNDS - GROW and PRESERVE FUND

18.2%
1.8%
0.2%

This fund consists of a globally diversified portfolio made up of multiple asset classes, designed to achieve the highest expected return for a given level of risk. This portfolio represents a wide range of holdings in thousands of companies, corporate and municipal bonds, and Treasuries, across more than 100 countries. This portfolio is comprised of an optimal asset allocation for an investor seeking preservation and growth w/ a 90/10 stock and bond, moderate risk profile. See more
18.2%
1.8%
0.2%
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Motif Index 1 YR Return
JOBERG FUNDS - GROW and PRESERVE FUND Benchmark
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Weight Segment & Stocks Symbol 1 MO / 1 YR Return
100% MIX 18.6%
38.1% Vanguard FTSE Developed Markets ETF VEA 23.3%
16.9% Vanguard Total Stock Market ETF VTI 19.5%
16.6% Vanguard Value ETF VTV 15.9%
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5.2% 8xxxxxxx 8xxxxxx 8xxxx 8xx 8xx 88.8%
4.6% 8xxxxxxx 8xxxx 8xx 8xxxx 8xx 8xx 88.8%
4.5% 8xxxxxx 8xxxxxxx 8xxx 8xxx 8xx 8xx 88.8%
2.0% 8xxxxxxx 8xxxx 8xxxxxxxxxxxx 8xxx 8xxxx 8xxx 88.8%
1.2% 8xxxxxxx 8xxxxxxx 8xxxxxx 8xxxxxxxxx 8xx 8xxx 88.8%
0.6% 8xxxxxx 8xxxx 8 8xxxxx 8xxxx 8xxxxxxxx 8 8xx 88.8%

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