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AlphaGlider Strategies

September 30, 2017

AlphaGlider offers five investment strategies, spanning the risk spectrum of conservative to aggressive. Each strategy is actively managed, fully diversified across asset classes and geographies, and is primarily composed of low cost exchange-traded funds (ETFs).1

Explore all five of our strategies on this summary page, and then dive deeper on the pages dedicated to each strategy via the menu to the right.

 

AlphaGlider Strategy Summary Table2-8


AlphaGlider Strategy Asset Class Allocation4


AlphaGlider Strategy Geographic Allocation4

 


Learn your ABCs, and MA & MCs too


Which Strategy is Right for You?

 

Need help in choosing the AlphaGlider strategy that's best for you? That's what our AlphaGlider Risk Profile Survey is for. It asks a series of questions that will help us get to know you better so that we can recommend the strategy that is optimal for you. It takes less than 10 minutes to complete.

 
 
 

 

NOTES & DISCLOSURES

1Mutual funds and exchange-traded funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained directly from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
2The fund management fee is the weighted average annual expense ratio of the funds held by the strategies. It does not reflect advisory fees paid to AlphaGlider which are dependent on total assets invested.
3Data provided by Morningstar.
4The strategy composition is subject to change without notice. Holdings of individual client portfolio may differ, sometimes significantly, from those shown. Percentages may not total 100 due to rounding.
5Benchmarks and their underlying indexes are unmanaged and do not incur any fees, commissions, or other expenses that are incurred by typical investors. One cannot invest directly in the benchmarks or the indexes. Benchmarks are rebalanced monthly, assuming reinvestment of dividends and interest.
6AlphaGlider strategies may differ significantly from the securities held in their benchmarks which are composites of indexes.
7The MSCI All Country World Index (ACWI) Investable Market Index (IMI) Total Return Net is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets of all market capitalizations.
8The Bloomberg Barclays US Aggregate Bond Index is a market capitalization weighted index that is designed to track most investment grade bonds traded in the United States. The index includes Treasury securities, government agency bonds, mortgage-backed bonds, corporate bonds and a small amount of foreign bonds traded in the United States. Municipal bonds and Treasury Inflation-Protected Securities (TIPS) are excluded due to tax treatment issues.