Offering exposure to global markets with the protection of cornerstone positions in Quality Growth, Yield and Fixed Income portfolios.
The Quality Global Portfolio offers exposure to global markets through active management of exchange-traded funds (ETFs), with the protection of cornerstone positions in Quality Growth, Yield and Fixed Income portfolios.
Current Strategic Core Allocation Recommendations
|Tactical Target||Strategic Target||Range|
|Domestic Equities||73.0 %||73.0 %||60-100 %|
|Large Cap||61.0%||61.0 %||45-75 %|
|Mid Cap||4.0 %||4.0 %||0-10 %|
|Small Cap||4.0 %||4.0 %||0-15 %|
|Real Assets||4.0 %||4.0 %||0-10 %|
|International Equities||25.0 %||27.0 %||10-50 %|
|Developed Markets||12.5 %||15.0 %||0-30 %|
|Emerging Markets||10.5 %||10.0 %||0-20 %|
|Small Cap||2.0 %||2.0 %||0-10 %|
All Data as of December 31, 2016. Allocations are subject to change at any time based on market or other conditions. Content should not be considered a solicitation or recommendation with respect to any product or security. Investing outside the United States entails additional risks such as political and economic risks and the risk of currency fluctuation.