The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Fund Takes Life Changes Into Account Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, November 21, 2003

Fund Takes Life Changes Into Account

by: Nicole Halsey

Helping retail investors diversify their mutual fund investments according to their situation is at the heart of Jackson-Mississippi-based Trustmark Investors' Performance LifeStyle Series, according to Doug Ralston, president.

"A lot of other lifestyle funds have a static diversification where (for example) you’re forever in a 60-40 mix," he said. "We go in and adjust allocation by the fluctuations in the market when necessary."

The Performance Advisor Lifestyle series offers investors three porfolios: aggressive, moderate and conservative. Each porfolio includes funds from the Performance Funds family, which is advised by Trustmark Investment Advisors Inc. The Performance Fund Family includes six equity, bond and money market funds.

The portfolio will be managed by Ralston and is available in Class C shares.

Theresa Scheel, vice president, said the funds would be marketed and distributed through the company's parent, Trustmark Bank, to better serve clients.

"We want to provide the professional resources that our wealth managment clients get to our retail clients," she said.  

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2021
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use