Objectives
Total Return Portfolios are managed with a long-term perspective utilizing high levels of diversification attempting to provide some growth coupled with some current income for a Total Return comparable with similar portfolios within the same risk group at a lower level of volatility. Total Return is most suitable for investors who prefer to use diversification to reduce overall volatility instead of tactical movements.
Market Exposure: This portfolio provides exposure to U.S. and international equity and credit markets. Total Return portfolios will generally use more income investments as a contributor to return than other styles in a similar risk profile.
Considerations: Due to the total return style this portfolio will generally lag in performance in a rapidly rising equity market.
