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Mutual Fund Q&A: 
Covering the Globe in an Efficient Way
Author: Ticker Magazine
123jump.com
Last Update: 10:18 AM EST January 02 2008


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David D. Basten
  "I believe that the name depicts quite well the actual goal of the fund. It is an asset allocation fund, but an extremely diversified one. It enters the realm of Efficient Frontier because we have holdings in practically every sector of the global market."
 
David M. Basten
API Trust Efficient Frontier Capital Income Fund

For some investors, global diversification means buying a couple of foreign stocks, but for David Basten, it means leaving no market segment or geography uncovered. With the ambitious goal to provide a complete and efficient portfolio, the company runs five separate funds that, when combined, provide a balanced whole. One of those five funds, the Capital Income Fund, invests in dividend or interest paying securities of all sizes and locations.

 

 

 

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