asset allocation strategies - edgeassetmgt.com（资产配置策略u2014u2014edgeassetmgt.com）.pdf

Asset Allocation Strategies As of March 31, 2017 Overview Representative Balanced Portfolio Composition The EDGE Asset Allocation Portfolios are a series of five actively managed target risk asset allocation portfolios designed to deliver sophisticated portfolio management with the Asset Class Breakdown Weight Large Cap Growth 7.7% ease of a single fund. The portfolios are composed of a diverse mix of 28 asset classes Large Cap Value 9.8% achieved through a fund-of-funds structure or individual securities. Mid Cap Growth 5.0% Mid Cap Value 8.3% Strategy Performance* Q1 One Three Five Ten Small Cap Growth 1.8% 2017 Year Year Year Year Small Cap Value 1.1% Gross Performance 4.49% 10.80% 5.52% 8.07% 6.17% Convertibles 0.0% Intl Developed Growth 6.3% 45% Russell 3000/15% MSCI EAFE/ 40%