Benchmark
MSCI ACWI IMI Net
Types of Investments
The Fund will invest, directly or indirectly, at least 80% of its net assets in U.S. and foreign equity securities, primarily via shares of registered, open-end investment companies and exchange-traded funds (“ETFs”) that are principally invested in the equity securities of U.S. companies, foreign companies in developed markets and/or companies located in emerging markets. In addition to underlying funds that are principally invested in companies located in the United States, the Fund also will generally be invested in underlying funds who are principally invested in at least three foreign countries. The Fund will invest, to the extent possible while maintaining the overall investment strategy, in underlying funds that utilize tax management strategies to reduce the impact of federal income tax on shareholders’ investment returns.
Investment Providers
DFA, AQR, iShares, Vanguard
Investor Profile
Typical Investors in this fund seek long-term principal growth with moderate capital preservation, have a minimum investment time horizon of six years and are willing to accept moderate share price volatility.