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Home > Financial Services > Mutual Funds > Allegiant
Allegiant
Since the foundation of Allegiant in 1986, its investors have relied on their commitment to investment excellence to ensure their own success. Clients and their advisors depend on Allegiant’s controlled, disciplined investment process, which is designed to carefully manage risk levels. The Allegiant specialized teams consist of highly talented and motivated professionals and are intensely committed to producing consistently strong, competitive performance.
The company history stretches across three decades and a variety of market conditions. Today, the allegiant family of mutual funds comprises domestic and international equity, taxable and tax-exempt fixed income, asset allocation, and money market portfolios, all managed according to highly defined methodologies by our specialized centers of investment excellence. Allegiant Funds override goal is always to be a fund family of choices for investors. To deliver on that promise, their people make it their mission to provide top-tier performance and service every day.
There are various types of funds like Allegiant Aggressive Allocation, Allegiant Balanced Allocation, Allegiant Bond, Allegiant Conservative Allocation, Allegiant Government Mortgage, Allegiant Intermediate Bond and Allegiant Intermediate Tax-Exempt.
In Allegiant Aggressive Allocation, the investment seeks capital appreciation with current income as a secondary objective. The fund normally invests 60 percent to 90 percent of assets in shares of other allegiant funds that invest primarily in equity securities. It may also invest 10 percent to 40 percent of assets in shares of allegiant funds with primary objectives investing in fixed income securities, and 0 percent to 20 percent of net assets in shares of the Allegiant Money Market Fund.
Allegiant Balanced Allocation Fund seeks income, long-term capital growth, and conservation of capital. The fund normally invests in a combination of common stocks, fixed-income securities, convertibles, and cash equivalents. Management intends to invest according to the following asset allocations, 45 percent to 75 percent of assets in equities, 25 percent to 55 percent in fixed-income securities, and up to 30 percent in cash or cash equivalents. The fund may invest no more than 20 percent of assets in foreign securities.
Allegiant Fund seeks to provide total return consistent with a lower level of risk relative to the broad stock market. The Fund seeks to meet its objective by building a portfolio of mutual fund investments consistent with a lower level of risk.
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