WealthBuilder - A Fund Strategist Solution

Risk-Based Allocation and Diversification

These portfolios are designed around your individual risk tolerance, offering diversified exposure to both equities and fixed income with the option of low-cost, passively managed ETFs.

• Equity Allocation:
  The strategist portfolios can have access to a broad diversification of U.S. large-, mid-, and small-cap stocks, with exposure to both growth and value styles. International diversification can include developed and emerging markets outside the U.S.
• Fixed Income Allocation:
  The strategist portfolios can provide actively managed exposure to U.S. government, agency, and investment-grade corporate bonds, as well as mortgage-backed securities. Duration is managed across short-, intermediate-, and long-term maturities to balance yield and interest rate sensitivity.
• Global Bond Diversification:
  The strategist portfolios can also include currency-hedged international bonds, such as government, agency, corporate, and securitized debt issued in various global currencies but hedged to the U.S. dollar to help manage currency risk.

All underlying investment decisions within the strategist portfolios are made by the strategist in accordance with the stated investment objectives of each fund. For additional information, contact one of our team advisors.