Portfolio Asset Allocation

As of

Historical performance for the SMA strategy model shown is based on the proportionally weighted blend of the gross of fees performance of the benchmarks of the underlying ETFs within the strategy (including the cash position benchmark). Please refer to the table above for the proportional weightings of the underlying benchmarks; please refer to the Important Performance Disclosures at the bottom of the page for more information. Past performance is no guarantee of future results.

Calendar Year Performance

    MARK-142175-2020-09-23