DIVERSIFICATION
Complementary
Diversification
The highest rated externally managed funds in our universe.
An ideal complement to our highly concentrated Growth and Income strategies for investors seeking greater alignment with broader market performance.
PERFORMANCE SUMMARY
8.79%
YTD Return
15.72%
1 Year
-
3 Year
12.59%
Since Inception
PERFORMANCE VS ACWI
| PERIOD | DIVERSIFICATION | ACWI | DIFFERENCE |
|---|---|---|---|
| YTD | 8.79% | 11.11% | -2.33% |
| 1 Year | 15.72% | 18.95% | -3.23% |
| 3 Year | - | - | - |
| Since Inception | 12.59% | 19.33% | -6.73% |
Past performance is not indicative of future results. Investment returns and principal value will fluctuate.