Badger Mutual Fund Series 2024-3 is a balanced mutual fund designed to deliver both income and capital appreciation through a diversified approach. The fund primarily invests in a mix of equity and fixed-income securities, balancing growth potential with income generation. Its equity component consists of U.S.-listed stocks, strategically selected for their attractive dividend yields across a variety of industries, while the fixed-income portion focuses on high-quality, investment-grade bonds. The selection methodology emphasizes diversification by targeting multiple sectors, including technology, healthcare, consumer defensive, and communication services, among others. The fund is structured as a two-year term portfolio, managed by Advisors Asset Management, and aims to provide investors with tactical asset allocation throughout its duration. Badger Mutual Fund Series 2024-3 serves investors seeking a moderate risk profile and exposure to both stock market growth and steady income, making it a relevant option for those looking to balance risk and reward over a defined investment horizon.
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