Steadyhand Class – Purpose Active Balanced Fund
Now AvailableA balanced global mix of stocks and bonds
Fund overview
The Purpose Active Balanced Fund is a globally diversified, multi-asset fund-of-funds portfolio that maintains a balanced mix of stocks and fixed income.
Craig Basinger and his team actively manage the Fund’s asset mix, adjusting allocations based on macro conditions, valuations, momentum and fundamentals while maintaining a balanced long-term approach.
Portfolio Specifics
High-level commentary on portfolio activity, key allocation changes and underlying exposures will be available following the end of Q4 2026. Performance information will be added once the Fund has completed a one-year track record, in accordance with regulatory requirements.
Positioning
Commentary on the Fund’s current asset mix, portfolio positioning and the team’s outlook will be available following the end of Q4 2026. Performance-related discussion will be added once the Fund has completed a one-year track record, in accordance with regulatory requirements.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Important information about the Steadyhand funds is contained in our Simplified Prospectus. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.