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Home > Financial Services > Mutual Funds > Foresight Funds
Foresight Funds
Mosaic's flagship fund was established back in 1978. Investors who seek long-term appreciation of their assets through investments in high quality, larger growth companies find this a good fund to invest in. Companies are selected on the basis of their steady, sustainable growth and reasonable valuation. Many shareholders use this fund as a foundation or core holding in their long-range investment plan.
There are three types of funds that include Stock Funds, Bond Funds and Tax-Free Funds.Stocks have provided returns far greater than any other type of investments, such as certificates of deposit or bonds. Given a period of maybe a decade this advantage becomes quite dramatic. Over the same period cash equivalents of the sort found in a money market mutual fund just edged inflation, while long-term government bonds produced real, but modest returns over inflation. Only stocks showed the potential to produce real wealth. However, the rewards of long-term stock investing are accompanied with short-term volatility.
The longer your time horizon, the less an effect these short-term moves have on your overall financial future. Up close, on a day-to-day, or even month-by-month basis, stock market movements are as inscrutable as a painting viewed with a magnifying glass. Stand back far enough, and it begins to make sense. Mosaic promotes this kind of long-term perspective in their investing discipline and recommend it for investors as well.
For investors who are interested in varying their exposure to different asset classes such as stocks, bonds, and money markets, and who want these weighting decisions to be handled by their investment manager. Based upon the manager's careful assessment of market and economic conditions, the fund can move in or out of the stock and bond markets when these markets appear unusually over-or-under valued.
Mosaic Foresight Fund is a very diversified and flexible fund specializing in asset allocation designed for investors who want their investment manager to show sensitivity to major market advances and declines, and to sharply reduce stock market exposure by investing in cash or bonds when the stock market appears vulnerable. The fund’s primary objective is to provide growth of capital though investments in stocks. A significant secondary objective is capital preservation through active management of market exposure. The fund may have significant holdings in cash or bonds at times when management feels that the market is vulnerable to a meaningful decline.
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