Investment Strategies

Diversified Global Sector Portfolio

This portfolio (DGSP) is for investors who seek high market return potential from an actively-managed portfolio of sector, single country, regional, international stock, fixed income and money market funds. The portfolio holds four funds, at any given time, from a universe of as many as 25+ (universe may vary depending on availability).

The Diversified Global Sector Fund Portfolio is designed to track the continuing sector rotation of the markets as well as the general moves among stocks, bonds and international markets. Holding four funds at any given time provides greater diversification than holding one, which provides greater stability at the cost of some upside potential.


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