Track major benchmarks and aim for outperformance.
(Updated March 31, 2019)
Delivering Diverse Asset Allocation and Optimizing Portfolio Construction
*”Benchmark” is a blend of benchmarks (see below) for the fund’s underlying portfolios of stocks and fixed income, relative to the portfolio allocations within the fund’s model. †Percentages (1+ years) are annualized from 3/31/2019.
Performance by Fund Name is net of fees (top chart). Trailing 1 Year Performance by Portfolio Component is gross of fees (bottom chart) from 3/31/2019. For the latest performance reports on all three funds, visit the Investment Performance Reports page.
Visit another page under Investment Overview:
Investment Overview Main Page