Распределение активов
| Позиция | Категория/Сектор | Целевая доля |
|---|---|---|
SPRAX | 21.60% | |
LAFFX Lord Abbett Affiliated Fund | Large Cap Value Equities | 20.83% |
ETHSX Eaton Vance Worldwide Health Sciences Fund | Health & Biotech Equities | 15.41% |
AEPGX American Funds EuroPacific Growth Fund Class A | Foreign Large Cap Equities | 8.53% |
FIDAX John Hancock Financial Industries Fund | Financials Equities | 7.86% |
POVSX Putnam International Equity Fund | Foreign Large Cap Equities | 7.46% |
PHSTX Putnam Global Health Care Fund | Health & Biotech Equities | 6.17% |
CVSIX | 3.52% | |
CVGRX Calamos Growth Fund | Large Cap Growth Equities | 3.32% |
FHIIX Federated Hermes High Income Bond Fund | High Yield Bonds | 1.44% |
LAVLX Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 1.41% |
PNGAX Putnam International Value Fund | Foreign Large Cap Equities | 1.34% |
FMUSX Federated Hermes Municipal Ultra Short Fund | Municipal Bonds | 1.11% |
Тикер
Каждые 3 месяца
Portfolio Optimizer
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portfolio-optimization-cta-description
Open Portfolio OptimizerЭтот портфель не может быть рассчитан, так как он содержит неизвестные символы. Вероятно, они были исключены из торгов или их нет в нашей базе данных: SPRAX, CVSIX.