R - Vanguard 60-40
As of 09/30/2021 DISCLOSURE STATEMENT
Vanguard 60/40 - Moderate Aggressive Managed Trust Fund R
About the Trustee
The Vanguard 60/40 - Moderate Aggressive Managed Trust Fund R are collective investment funds ("CIFs") created by the Hand Composite Employee Benefit Trust and sponsored by Hand Benefits & Trust Company that invest in the strategies of the Vanguard ETF Model.
Investment Objective
Subject to a moderate degree of fluctuation in share prices. This portfolio is best suited for investors seeking both a reasonable level of income and long-term growth of capital and income in addition to seeking a simple way to achieve a very broadly diversified holding of stocks and bonds. In general, such funds may be appropriate for investors who have relatively long investment horizon.
Fund Facts
Share Class: R CUSIP: 410235360 Inception Date: 11/2/2012 Investment Category: Moderate Aggressive Annual Portfolio Turnover Rate: ................
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