for Financial Advisors
FUNDS BY ASSET CLASS
FUNDS BY CLIENT GOAL
BROWSE CONTENT BY
Data as of 3/31/16. Index represents the S&P 500® Index.
TOP HOLDINGS (% of Rep Acct)
MONTHLY TOP EQUITY CONTRIBUTORS & DETRACTORS
SECTOR ALLOCATION (%)
DEVELOPED VS. EMERGING MARKET EXPOSURE (%)
MARKET CAPITALIZATION RANGE OF EQUITY HOLDINGS (%)
Equity country, regional, sector and industry weights based on MSCI and GICS classifications. Fixed income country, regional, sector and industry weights based on Barclays classifications.