7Twelve Balanced
Standardized Performance
as of 01/23/2020
Objective And Strategy
ObjectiveSuperior volatility risk-adjusted returns when compared to the bond and equity markets in general.
Strategy
The Portfolio allocates assets among securities that represent 7 broad asset classes and 12 subcategories using the adviser's 7Twelve™ asset allocation model (the "7Twelve™ Model"). The adviser usually does not select individual stocks and bonds, but instead selects exchange-traded Portfolios ("ETFs") that each invest primarily in securities representing one of the 12 subcategories of assets selected under the 7Twelve™ Model. The Portfolio may invest in ETFs that hold securities from issuers of any market capitalization, credit quality, maturity, country, or trading currency. However, bond credit quality will be primarily investment grade (that is, rated Baa3 or higher by Moody's Investors Service, or equivalently rated by another nationally recognized statistical rating organization). The Portfolio may also buy ETFs that invest in foreign securities traded on exchanges outside the U.S. and through American depositary receipts ("ADRs"). Under normal market conditions, the Portfolio invests at least 25% of its assets in equity securities (common stocks) and at least 25% of its assets in bonds. For purposes of meeting these 25% allocations, the Portfolio defines equity securities to include ETFs that invest primarily in equity securities and defines bonds to include ETFs that invest primarily in bonds and other fixed income securities.
Principal Risks
N/A
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Moderate Allocation-----