Balanced Model Strategy example
Equity
Alternatives
Fixed income
18%
18%
20%
56%
5%
39%
3%
2%
5%
7%
11%
5%
5%
3%
3%
39% passive
61% active
Russell Investments
Global Infrastructure ETF
Russell Investments
Emerging Markets Equity ETF
Russell Investments
International Developed Equity ETF
Russell Investments
Global Equity ETF
Russell Investments U.S. Small Cap Equity ETF
Active-Passive Model Strategies
The above target allocations were effective June 10, 2025
RIC Global Real Estate Securities Fund
RIC Investment Grade Bond Fund
RIC
Opportunistic
Credit Fund
RIC Long Duration Bond Fund