Core Allocation Portfolio

The Core Allocation Portfolio is appropriate for investors with a moderate risk tolerance and a time horizon for their investments of three to five years.

The portfolio is constructed from a universe of Dimensional Fund Advisors’ mutual funds and may, from time to time, include other high quality index-type funds and money market funds. These funds consist of U.S. equities, fixed income, and real estate investments. They are combined to form a highly diversified portfolio for the investor with a tolerance for volatility less than the U.S. stock market as represented by the S&P 500.

Over time, the Core Allocation Portfolio can be expected to exhibit greater volatility and potentially achieve higher returns than Elliott Cove’s Balanced, Conservative and Capital Preservation Portfolios but exhibit less volatility and achieve lower returns than any of the Moderate, Aggressive and All Equity Portfolios.

Download a full description of this offering: Core Allocation Portfolio.