Risk-Efficient Allocation Strategy
The Risk-Efficient Allocation (Conservative, Moderate, and Growth) Strategy seeks to maximize expected return subject to a targeted portfolio volatility range. The strategy uses a dynamic risk-based allocation methodology that takes into account market volatility, asset volatility, and momentum. The strategy allocates among mutual funds and ETFs that include exposures to U.S. equities, international equities, bonds, and alternatives as well as cash. The Risk-Efficient Allocation Strategy has a blended benchmark composed of capital market indices weighted in accordance with the composite’s strategic asset allocation and target volatility.
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