OPERATING MANAGING MUTUAL FUNDS

Brand	Owner	Address	Description
S	STEADMAN SECURITY CORPORATION	2133 WISCONSIN AVE. NW. WASHINGTON DC	OPERATING AND MANAGING MUTUAL FUNDS;
	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.