Dynamic Allocation Strategy
The Dynamic Allocation Strategy seeks to balance risk and return by allocating investment capital to different asset classes. The strategy will hold long positions in a variety of markets, including U.S. equity, foreign developed market equity, emerging markets, U.S. fixed income, and foreign developed market fixed income; the strategy will access these positions using derivatives (futures and/or forwards) and Exchange Traded Funds. Maximum equity exposure is 120%; maximum fixed-income exposure is 80%; minimum exposure to each asset class can be as low as 0%. The benchmark is the Morningstar Global Allocation Index.
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