The Risk-Efficient Allocation Strategy (Conservative, Moderate, and Growth) 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 strategy’s strategic asset allocation and target volatility.
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It is not the number of securities in a portfolio that determines diversification, it is the number of risk factors.