Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | Foreign Large Cap Equities | 8.53% |
CVGRX Calamos Growth Fund | Large Cap Growth Equities | 3.32% |
CVSIX | 3.52% | |
ETHSX Eaton Vance Worldwide Health Sciences Fund | Health & Biotech Equities | 15.41% |
FHIIX Federated Hermes High Income Bond Fund | High Yield Bonds | 1.44% |
FIDAX John Hancock Financial Industries Fund | Financials Equities | 7.86% |
FMUSX Federated Hermes Municipal Ultra Short Fund | Municipal Bonds | 1.11% |
LAFFX Lord Abbett Affiliated Fund | Large Cap Value Equities | 20.83% |
LAVLX Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 1.41% |
PHSTX Putnam Global Health Care Fund | Health & Biotech Equities | 6.17% |
PNGAX Putnam International Value Fund | Foreign Large Cap Equities | 1.34% |
POVSX Putnam International Equity Fund | Foreign Large Cap Equities | 7.46% |
SPRAX | 21.60% |
Ticker
Every 3 months
We cannot calculate this portfolio as it contains unknown symbols. Some of this portfolio's assets were probably delisted, or do not exist in our database: SPRAX, CVSIX.