Multi-Asset Class Funds

MMBB offers three funds that allocate assets across a variety of asset classes and strategies. While there is no guarantee that the objectives will be met, MMBB engages professional external investment managers with mandates consistent with each fund’s objective. Expenses incurred in the management, custody and oversight of each fund will be deducted from the overall returns of each fund. Returns can be negative as well as positive. Below are short statements of each fund’s objective; be sure to read the fuller descriptions of opportunities and risks for each fund.

  • Fossil Fuel-Free Balanced Fund – Seeks to provide a fossil fuel-free diversified, medium volatility option that balances assets that traditionally have higher growth potential with others that typically are more stable and/or tend not to move in lock-step.
  • New Horizons Fund – Seeks to provide a diversified, medium volatility option that balances assets that traditionally have higher growth potential with others that typically are more stable and/or do not move in lock-step. Includes some additional asset classes that the Balanced Fund does not; these asset classes may offer higher return potential and additional diversification.
  • Balanced Fund – Seeks to provide a diversified, medium volatility option that balances assets that traditionally have higher growth potential with others that typically are more stable and/or do not move in lock-step.