|
gptkbp:instanceOf
|
mutual fund
|
|
gptkbp:hasAlumni
|
taxable
|
|
gptkbp:hasBranchesIn
|
50 million USD
|
|
gptkbp:hasClient
|
individual and institutional investors
|
|
gptkbp:hasContribution
|
reinvests dividends
|
|
gptkbp:hasCountry
|
1000 USD
|
|
gptkbp:hasExhibition
|
0.75%
|
|
gptkbp:hasFeature
|
1%
positive reviews
|
|
gptkbp:hasFunding
|
gptkb:John_Doe
none
long-term
capital appreciation and income
balanced investment strategy
|
|
gptkbp:hasHistoricalSignificance
|
8% average annual return
|
|
gptkbp:hasInternationalClassification
|
A, B, C
|
|
gptkbp:hasLandmark
|
S&P 500
|
|
gptkbp:hasOccupation
|
high
|
|
gptkbp:hasPerformance
|
Sharpe_ratio
|
|
gptkbp:hasTheme
|
medium
|
|
gptkbp:hasVariants
|
diversification
|
|
https://www.w3.org/2000/01/rdf-schema#label
|
NAV Balanced Fund
|
|
gptkbp:investmentFocus
|
stocks
bonds
|
|
gptkbp:isAvailableIn
|
gptkb:United_States
|
|
gptkbp:isDistributedBy
|
gptkb:NAV_Distributors
|
|
gptkbp:isEvaluatedBy
|
investment committees
|
|
gptkbp:isFocusedOn
|
gptkb:NASDAQ
|
|
gptkbp:isManagedBy
|
gptkb:NAV_Investment_Management
|
|
gptkbp:isOpenTo
|
new investors
|
|
gptkbp:isPartOf
|
gptkb:NAV_Fund_Family
retirement accounts
|
|
gptkbp:isPromotedThrough
|
financial advisors
|
|
gptkbp:isRated
|
Morningstar
|
|
gptkbp:isRegulatedBy
|
gptkb:Securities_and_Exchange_Commission
|
|
gptkbp:isReviewedBy
|
financial analysts
|
|
gptkbp:isSubjectTo
|
regulatory compliance
market risk
annual audits
|
|
gptkbp:isSuitableFor
|
investors seeking moderate growth
|
|
gptkbp:isUtilizedFor
|
wealth management
|
|
gptkbp:isUtilizedIn
|
investment platforms
|
|
gptkbp:localHistory
|
5 years
|
|
gptkbp:market
|
prospectus
|
|
gptkbp:offersDegree
|
quarterly
|
|
gptkbp:wasEstablishedIn
|
2010
|