As of 09-30-2018


  • Pursues the possibility of long-term growth of capital and income.
  • Provides a broad, one-decision approach to stock and bond investing.
  • Allocates assets across a broad range of equity and fixed-income asset classes — including real estate investment trusts, U.S. stocks and bonds and international stocks and bonds.
  • Selects stocks through a bottom-up, fundamentally based, quantitatively driven process.
  • Selects bonds through top-down analysis; sector allocation is driven by outlook, pricing, risk exposure, credit, interest rate, yield curve positioning and volatility.

Key Investment Team


Symbol   QKBGX
Fund Number(s)   314
Newspaper Listing   MDTBalF
CUSIP   31421R692
Benchmark   60% S&P 500/40% Bloomberg Barclays U.S. Aggregate Bond Index
Performance Inception Date   10-01-2002
Fiscal Year-End   7-31

Morningstar Category & Style

disclosures »
Category Allocation--50% to 70% Equity