DEFENSIVE
1
Seeks to provide principal protection by investing primarily in fixed income securities. Designed for investors who have little tolerance for volatility of capital and are willing to accept lower returns in exchange for potential stability.
Strategic Target Allocations by Asset Class (% of Assets)
Equity
Non-US Equity
Fixed Income
Cash
PRESERVATION
Seeks to provide portfolio stability and current income with moderate portfolio appreciation. Designed for investors who desire regular income in the form of dividends and interest along with the potential for modest capital growth.
Strategic Target Allocations by Asset Class (% of Assets)
2
BALANCED
Allocates to equity and fixed income investments, with a greater emphasis on equities. Designed for investors seeking capital appreciation with moderate levels of risk and who have a mid- to long-term time horizon.
Strategic Target Allocations by Asset Class (% of Assets)
3
INCOME
Allocates to equity and fixed income investments, with a greater emphasis on equity securities. Designed for investors seeking a balance between capital appreciation and current income, who have a mid- to long-term time horizon and are willing to accept some risk in pursuit of better returns.
Strategic Target Allocations by Asset Class (% of Assets)
6
CAPITAL GROWTH
Invests a majority of assets in equity investments along with a modest mix of fixed income for diversification purposes. Designed for investors with a relatively long-term time horizon and who have the ability to withstand market volatility and capital drawdowns.
Strategic Target Allocations by Asset Class (% of Assets)
4
AGGRESSIVE
Seeks long-term capital appreciation by investing in a predominantly equity-focused portfolio. Designed for investors seeking to maximize capital appreciation over a long-term time horizon and who have the ability to withstand market volatility and capital drawdowns.
Strategic Target Allocations by Asset Class (% of Assets)
5
16%
4%
78%
2%
Equity
Non-US Equity
Fixed Income
Cash
32%
8%
58%
2%
Equity
Non-US Equity
Fixed Income
Cash
48%
12%
38%
2%
Equity
Non-US Equity
Fixed Income
Cash
19%
6%
41%
2%
MLPs
12%
Global REITs
10%
Convertible Bonds
6%
Preferred Stocks
4%
Equity
Non-US Equity
Fixed Income
Cash
60%
15%
23%
2%
Equity
Non-US Equity
Fixed Income
Cash
72%
18%
8%
2%
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ALLOCATIONS