Aggregate Model Portfolio 1
MODEL 3 YR
BMARK 3 YR
MODEL 5 YR
BMARK 5 YR
Historical Data Disclosures - All Data and Downloads
This is a hypothetical illustration based upon historical data for current holdings over the time periods shown. Not GIPS compliant.
These data and associated information is not an offer to buy/sell any securities and not a financial planning engagement. $1MM invested shown net of 1.25% advisory fee billed at .3125% quarterly. Portfolio income and capital gains reinvested. Taxes paid out-of-pocket. Semi-annual rebalancing. Time-weighted model data compiled from Morningstar, Inc. Past performance is no guarantee of future results. It is not possible to invest directly in a benchmark or a model.
Holdings and results may vary. All data viewed and/or downloaded is incomplete without complete disclosures.
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