Core equity strategies provide marketwide diversification in each market universe they target, with increased exposure to value and small stocks.
Small cap strategies target the higher expected returns of small company stocks in US and non-US developed markets.
Value strategies target the higher expected returns of stocks with high book-to-market ratios in US and non-US developed markets.
Securitized real estate represents a separate asset class with portfolio diversification benefits.
The primary reason for adding fixed income to a diversified portfolio is for volatility reduction.
Daily closing prices.
Year-to-date and average annual total returns.