Listen to Kevin Earley, Balanced Fund lead portfolio manager and Bob Thompson, co-portfolio manager, as they provide insight into the Balanced Fund's investment management philosophy, holdings that affected the Fund's return and investment opportunities. This call was recorded on May 2, 2019.
Top 10 Fund Holdings (subject to change)
The statements and opinions expressed are those of the speakers and are as of the date of this call. All information is historical and not indicative of future results and subject to change. Scott Howard and Annette Lance are registered representatives of ALPS Distributors, Inc.