Quality Global
Offering exposure to global markets with the protection of cornerstone positions in Quality Growth, Yield and Fixed Income portfolios.
Overview
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.
Investment Process
Current Strategic Core Allocation Recommendations
Tactical Target |
Strategic Target |
Range |
|
|---|---|---|---|
| Domestic Equities | 74.6 % | 73.0% | 60-90% |
| Large Cap | 62.6% | 65.0% | 50-80% |
| Small & Mid Cap | 12.0% | 8.0% | 0-15% |
| International Equities | 25.4% | 27.0% | 10-40% |
| Developed Markets | 15.0% | 17.0% | 0-30% |
| Emerging Markets | 10.4% | 10.0% | 0-20% |
Disclosure
All Data as of December 31, 2023. 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.
