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DynamicEdge Portfolios®

A portfolio you can trust 

Investments and investing may not be foremost in your mind, but achieving a more secure financial future probably is. DynamicEdge Portfolios are convenient all‐in‐one mutual fund portfolio solutions made up of actively managed Dynamic Funds that can help you achieve your financial goals, such as saving for retirement or a child's education. You can take comfort in knowing that your investment mix is right for you, that it's rigorously monitored to ensure it stays on track, and that it is backed by the vast experience of Dynamic's active portfolio managers.  

Why DynamicEdge Portfolios?

Diversification across various asset classes, geographies, industries, company sizes and investment approaches to increase long-term risk-adjusted returns. 

Actively managed and continually refined to capitalize on evolving investment opportunities as market and economic conditions change. 

Regularly monitored and rebalanced to help keep you on track and better position you for long-term success. 

Portfolios designed to meet the needs of any investor

Graphic illustrating the risk/return relationship and target asset mix of the DynamicEdge Defensive Portfolio, DynamicEdge Conservative Portfolio and DynamicEdge Balanced Portfolio, DynamicEdge Balanced Growth Portfolio, DynamicEdge Growth Portfolio and DynamicEdge Equity Portfolio. The portfolios cover a spectrum from lower risk/lower growth potential, a portfolio with a higher relative allocation to fixed income and lower relative allocation to equities, to higher risk/higher growth potential, a portfolio with a lower relative allocation to fixed income and higher relative allocation to equities.

Selecting the right portfolio 

These all-in-one portfolios are available in five asset allocations to suit a range of investor needs and risk tolerances.  You can get started with as little as $500.

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