Seeks to capitalize on short-and long-term mispricing in the global equity and fixed income markets by overweighting asset classes that appear attractive and underweighting less attractive asset classes. Among these risk-based portfolios, the more conservative model portfolios are designed to focus on capital preservation, with some consideration given to growth of capital. The more aggressive model portfolios are primarily focused on growth of capital.
10-18 times per year
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Six tactical portfolios span the efficient frontier and can be used to target a variety of return and risk objectives. Find the one that’s right for you.
Current holdings can be found in the Target Allocations file under Quick Links.
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All asset allocation scenarios are for hypothetical purposes only and are not intended to represent a specific asset allocation strategy or recommend a particular allocation. Each investor's situation is unique and asset allocation decisions should be based on an investor's risk tolerance, time horizon and financial situation.