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McMorgan Funds have a time-tested, straight forward investment philosophy: to produce long-term results through disciplined investment management. McMorgan & Company offers a full range of investment management services.
McMorgan Balanced seeks capital appreciation and income. The fund primarily invests in a combination of equity securities and fixed income securities. It may invest at least 50 percent of assets in equity securities and at least 25 percent of assets in fixed income securities. The fund may also invest in common stocks of a broad range of capitalized companies believed to have the potential for long-term growth, with an emphasis on dividend-paying stocks.
McMorgan Equity Investment seeks above-average total return over a market cycle of three to five years, consistent with reasonable risk. The fund normally invests at least 80 percent of assets in equities that the advisor judges to have earnings growth, dividend growth, and capital appreciation potential. It may invest the balance of assets in U.S. government securities and short-term money-market instruments. The fund may invest up to 15 percent of assets in foreign securities in the form of American and European depositary receipts.
McMorgan Fixed Income seeks above average total return consistent with maintaining liquidity and preserving capital. The fund normally invests at least 80 percent of assets in investment grade fixed-income securities issued or guaranteed by the U.S. government. It generally invests in 100-150 securities, with special emphasis on collateralized mortgage obligations and corporate bonds. To select investments, the advisor generally establishes target duration for the portfolio equal to the Lehman Brothers Aggregate Bond Index.
McMorgan Intermediate Fixed-Income seeks total return consistent with maintaining liquidity and preserving capital. The fund invests at least 80 percent of net assets in debt securities that are investment grade or issued or guaranteed by the U.S. government, its agencies or instrumentalities. The average weighted portfolio maturity is generally between three and ten years.
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