Villere Balanced Fund (VILLX) NASDAQ
Currency In USD
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Currency In USD
Address
C/O U.S. Bancorp Fund Services
, MA
United States of America (the)
Phone
866-209-1129
Sector
Financial Services
Industry
Asset Management
Employees
N/A
First IPO Date
September 30, 1999
This fund employs a balanced investment strategy, allocating its capital across growth-oriented equities and income-producing assets. A significant portion, ranging from 50% to 80% of its total assets, is invested in common stocks of U.S.-based companies, chosen primarily for their capital appreciation prospects, with each requiring a market capitalization of at least $150 million at the time of acquisition. The remaining 20% to 50% of the portfolio is dedicated to a blend of equities and top-tier fixed-income obligations, including debt issued by the U.S. government and corporations (such as bonds, notes, and bills), with a primary focus on generating consistent income.