Description

This portfolio operates as a "fund of funds," meaning it primarily directs its capital into other mutual funds overseen by the same advisor. While its main strategy involves these underlying investments, it retains the flexibility to invest directly in individual securities and derivatives when deemed appropriate. Its core objective is to gain broad exposure to a diverse range of global equities. This includes companies based in the U.S. as well as those from international developed, emerging, and even frontier markets. It typically achieves this comprehensive market access by acquiring shares in three specific underlying funds: the U.S. Core Equity 2 Portfolio, the International Core Equity Portfolio, and the Emerging Markets Core Equity Portfolio.