Strategy overview
Core Market & Factor Tilt
A Large-Cap Anchored US Equity Strategy with Quality, Minimum-Volatility & Small-Cap Value Tilts
01
Overview
Investor Profile
For investors who want core, near-market US equity exposure with a meaningfully smoother ride than a plain index fund. Positioned as a core long-term holding for most investors with a 5+ year horizon.
Strategy
The strategy pairs a low-cost S&P 500 core with a dedicated large-cap quality sleeve, then layers in mid-cap quality, minimum-volatility, and small-cap value positions — designed to track close to the broad market while trimming some of its rough edges.
02
composition
US Large Cap Core
A low-cost S&P 500 core anchors the strategy to the broad market.
40%
US Large Cap Quality
A dedicated quality sleeve trims some of the market's rough edges.
40%
US Mid Cap Quality
Extends the quality tilt into the mid-cap universe.
10%
US Minimum Volatility
Softens downturns modestly without sacrificing market participation.
5%
US Small Cap Value
A small-cap value position rounds out the style exposure.
5%
03
key considerations
01 Downside Protection
Designed to move nearly in line with the broad market — it softens a downturn modestly rather than avoiding one.
02 Style Cyclicality
The quality and minimum-volatility tilts can lag during sharp, early-cycle rallies led by higher-beta stocks; they're built to pay off over a full market cycle.
03 Diversification
Roughly 80% of the portfolio sits within the large-cap universe, so diversification comes more from style than from breadth.
Investors should consider the strategy’s investment objectives, risks, and fees before investing. All investments involve risk, including possible loss of principal. Target asset class weights are subject to change over time based on market conditions and portfolio management discretion. Past performance is not indicative of future results. Certain holdings carry limited liquidity; redemptions may not be available on a daily basis for all asset classes. This information is for informational and illustrative purposes only and is not investment advice, a solicitation, or an offer to buy or sell any security.
Ask us for the fact sheet.
