With a diversified mix of stock and bond investments, Dreyfus Balanced Opportunity Fund is designed to be at the heart of a solid asset allocation strategy. It’s actively managed to seek high total return, in line with its goal of preserving principal through a combination of capital appreciation and current income.
To see the fund’s potential, first consider its key objectives:
In pursuit of a high relative risk-adjusted return on the fund’s equity investments, the managers create a broadly diversified equity portfolio. This includes a blend of growth and value stocks with selections made through extensive quantitative and fundamental research.
The fixed-income portion of the portfolio is strategically diversified, with the managers typically allocating 25% to 50% of assets to fixed-income securities. This can include corporate bonds, debentures, notes, mortgage-related securities and money market instruments — and there are no limits on maturity or duration.
As part of its active management, and to ensure its strategic objectives, the fund has appointed an asset allocation manager who allocates assets among the equity and fixed-income portfolio managers. The asset allocation manager assesses a range of key factors continually, including the relative return and risk of each asset class, general economic conditions, anticipated future changes in interest rates and the overall equity outlook.
The Power of a Disciplined and Diversified Approach
Now may be a good time to consider Dreyfus Balanced Opportunity Fund and see how it can possibly serve as a core holding in your diversified portfolio.
Contact a Dreyfus representative at 1-800-443-9794 to learn more.