Strategy

Portfolio Characteristics

Portfolio Holdings-Based Characteristics

as of June 30, 2017

 

Returns-Based Characteristics

as of June 30, 2017

 

 

Risk/Reward Comparison Since Inception

as of June 30, 2017

Data since inception (10.1.00) through 6.30.17
Source: eVestment Alliance

 

Top Ten Holdings

as of June 30, 2017

 

Sector Weightings

as of June 30, 2017

Sources: Advent/Axys and FactSet