NEWSWORTHY
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EQUAL SECTOR SUMMARYOver the last ten years, an Equal Sector Strategy has outperformed the S&P 500 by an average of 306 basis points* per year.1 Furthermore, the strategy was:
*A unit that is equal to 1/100th of 1% and is used to denote the change in a financial instrument. 1Source: Morningstar. 2Source: Morningstar. Volatility as measured by standard deviation was 15.4% for the Equal Sector Strategy versus 15.8% for the S&P 500. 3Owning sectors individually provides investors with transparency and control over their sector exposure. Past performance does not guarantee future results. |




