Global Asset Allocation ETF
Strategies
1
Maturity
| Strategy | Maturity | Benchmark | Investor Type: |
|---|---|---|---|
| Core Plus Fixed Income | Core | Bloomberg Aggregate Bond Index | |
| Core Plus Municipal | Intermediate | Bloomberg Municipal Bond Index | |
| Multi Asset Income | Core | 20% MSCI ACWI High Dividend Yield / 80% BCAGG | |
| Tax Aware Multi Asset Income | Core | 20% MSCI ACWI High Dividend Yield / 80% BC 1-15Yr Muni | |
| Conservative | N/A | 12% S&P 500 / 8% MSCI ACWI Ex-US / 80% BCAGG | |
| Moderate | N/A | 24% S&P 500 / 16% MSCI ACWI Ex-US / 60% BCAGG | |
| Moderate Growth | N/A | 36% S&P 500 / 24% MSCI ACWI Ex-US / 40% BCAGG | |
| Growth | N/A | 48% S&P 500 / 32% MSCI ACWI Ex-US / 20% BCAGG | |
| Global Equity | N/A | 60% S&P 500 / 40% MSCI ACWI Ex-US |
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