INITIAL INVESTMENT ALLOCATION ILLUSTRATION

Brand	Owner (click to sort)	Address	Description
NVEST PORTFOLIO REPORTING OPTION	New England Funds, L.P.	399 Boylston Street Boston MA 02116	Initial investment allocation illustration and personalized presentation of mutual fund portfolio performance;
NVESTPRO	New England Funds, L.P.	399 Boylston Street Boston MA 02116	Initial investment allocation illustration and personalized presentation of mutual fund portfolio performance;INVEST PRO;
	Where the owner name is not linked, that owner no longer owns the brand

Technical Examples

Described herein is method of managing an investment portfolio having a plurality of investment funds, said managing method comprising establishing an allocation of assets among said investment funds and rebalancing said investment funds substantially back to said allocation on a periodic basis. Also described is a method wherein the rebalancing back to the allocation is initiated in response to a transaction, such as a withdrawal loan issue, or change in allocation, in one or more of the funds.