Fees & Expenses
Pricing & Performance
Performance data quoted represents past performance, which is no guarantee of future results, and current performance may be lower or higher than the figures shown. For the most recent month-end performance figures, please select the "month" timeframe or call 1-800-548-7786. Investment returns and principal value will fluctuate and fund shares, when redeemed, may be worth more or less than their original cost. For additional important information, please click here.
Past performance is not indicative of future results. Information above does not take into account any applicable sales charges.
Average Annual Total Returns As of 08/31/2019 As of 06/30/2019
Average Annual Total Returns
Past performance is not indicative of future results. The Portfolio's calendar year returns do not include the deduction of any applicable sales charges.
Past performance is not indicative of future results.
as of 08/31/2019
Rankings are based on total returns, are historical and do not guarantee future results. For additional Morningstar information, refer to the disclosures below.
Composition As of 06/30/2019
Holdings As of 08/31/2019
Complete holdings for US Core Portfolio will be publicly available on a quarterly basis 15 calendar days after the quarter-end by calling (800) 548-7786 or emailing client service at firstname.lastname@example.org
Portfolio turnover is sourced from the fund's current prospectus. View current prospectus for the as of date.
Insights by Applied Equity Advisors Team
Isn’t the Stock Market a Forward Predictor?
Jul 16, 2019
The stock market is hovering around its all-time high, yet investor bullishness is surprisingly low. Andrew Slimmon argues that the stock market is a forward predictor, and that despite a summer correction, the S&P 500 will be well above 3,000 by year end.