MODERATELY CONSERVATIVE STRATEGY (AG-MC)
June 30, 2019
The AlphaGlider Global Moderately Conservative Strategy (AG-MC) is a broadly diversified1 strategy, primarily utilizing exchange-traded funds (ETFs)2 to achieve exposure across multiple asset classes, industries, and geographic regions. Of the five core investment strategies offered by AlphaGlider, AG-MC is the second most conservative. AG-MC strives to deliver strong risk-adjusted returns over a full market cycle to investors with lower tolerances to risk, and short to medium investment horizons. AlphaGlider anticipates fixed income to make up greater than 30% of AG-MC, and equities to make up between 10% and 70%.
Inception: March 31, 2013
Strategy Manager: Doug Kirkpatrick, CFA
Fund Management Fee:3 7bps (0.07%)
AG-MC Benchmark:4 60% Bloomberg Barclays US Aggregate Bond Index5 and 40% MSCI ACWI IMI, TR Net6
Number of Funds: 16 (all trade commission-free)
Fund Suppliers: State Street Global Advisors SPDR ETFs, Vanguard ETFs, BlackRock iShares ETFs, Fidelity ETFs, Schwab ETFs, Invesco ETFs
AG-MC VALUATIONS7 & ACTIVE DEVIATIONS FROM BENCHMARK
Active Deviations from Benchmark:
slightly underweight equities
underweight domestic equities
underweight healthcare, technology, communications, consumer cyclical, and industrials sectors
overweight foreign developed and emerging market equities
overweight real estate, energy, and consumer defensive sectors
neutral fixed income
overweight inflation-protected securities (lower sensitivity to changes in inflation)
underweight duration (lower sensitivity to changes in interest rates), and fixed-rate government, corporate, and securitized bonds
AG-MC ASSET CLASS ALLOCATION
AG-MC EQUITY ALLOCATION — BY REGION
AG-MC EQUITY ALLOCATION — BY SECTOR
AG-MC FIXED INCOME ALLOCATION — BY REGION
AG-MC FIXED INCOME ALLOCATION — BY SECTOR
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