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 71.5 % 73.0% 60-100%
Large Cap 60.5% 61.0% 45-75%
Mid Cap 3.0% 4.0% 0-10%
Small Cap 7.0% 4.0% 0-15%
Real Assets 1.0% 4.0% 0-10%
International Equities 28.5% 27.0% 10-50%
Developed Markets 13.5% 15.0% 0-30%
Emerging Markets 13.0% 10.0% 0-20%
Small Cap 2.0% 2.0% 0-10%

Disclosure

All Data as of June 30, 2019. 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.