Broad-market index funds have a reputation for being inexpensive and straightforward. Yet, fees are not the only differentiator for pure passive strategies within the same asset classes. Seemingly ...

In 2Q25 the portfolio (I share class) returned 8.15%, -58 basis points behind the Blended Index (60% MSCI ACWI Index and 40% Bloomberg Global Aggregate Index). Year to date the portfolio (I share ...

The Fund (Institutional Class) returned 1.00 percent (net) in the fourth quarter, compared to its benchmark, the Bloomberg U.S. Aggregate Index, which returned 1.10 percent. Allocations to other ...