Risk-based portfolio
Moderately Aggressive
An Equity-Tilted Blend for Long-Term Growth with a Fixed Income Ballast
01
Overview
Strategy
This tier tips the balance decisively toward growth, drawing on the full range of Modern Capital's U.S. and international equity models while retaining a smaller fixed income allocation for ballast. Spanning multiple equity styles across both developed and emerging markets lets the portfolio pursue higher return potential without depending on any one region or style to deliver it. The fixed income that remains shifts toward higher-yielding sleeves to keep pace with the portfolio's overall risk profile.
02
Composition
03
Key considerations
01 Volatility
High - The large majority equity allocation, including growth-oriented exposure, means larger short-term price swings than more conservative tiers.
02 Emerging Markets Exposure
Moderate - A meaningful allocation to emerging and frontier markets adds currency, political, and liquidity risk beyond developed markets.
03 Income
Low - The shift toward growth-oriented equity and away from fixed income reduces the portfolio's current income relative to more conservative tiers.
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. 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.
