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The NCM Global Balanced Retirement Fund (formerly NCM Global Equity Balanced Portfolio) is designed to simplify the investment process for investors approaching retirement or in retirement.
It offers a diversified balance of equities and fixed income securities in a single multi-manager portfolio.
Diversified exposure to global stocks and bonds. A balanced mix that can align with your goals both before and during retirement.
Access to a diverse selection of active money managers from NCM and other leading providers.
Own a truly comprehensive portfolio diversified by geography, sector, asset class, and investment style.
Except where indicated otherwise, F Series data, net of fees, * annualized.
On May 25, 2026, the NCM Global Equity Balanced Portfolio was renamed NCM Global Balanced Retirement Fund and the investment objective changed from a global equity balanced fund to a global neutral balanced fund. If the change had been in effect prior to May 25, 2026, the Fund’s performance could have been materially different.
On May 21, 2024, the NCM Growth and Income Portfolio was renamed NCM Global Equity Balanced Portfolio.
Past performance is no guarantee of future results. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in share value and reinvestment of all dividends and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.