Strategic Model Portfolios
For investors looking to leverage our investment expertise, Knights of Columbus President and CIO, Tony Minopoli publishes model portfolios based on the same fundamental principles used to manage the Knights own $25 billion portfolio. The strategic allocations provide long term recommendations for investors across a broad risk spectrum.
| Asset Allocation |
Conservative |
Moderately Conservative |
Moderate |
Moderately Aggressive |
Aggressive |
| Limited Duration Bond Fund |
50.0% |
20.0% |
10.0% |
5.0% |
3.0% |
| Core Bond Fund |
25.0% |
40.0% |
30.0% |
20.0% |
12.0% |
| Total Bond Allocation |
75.0% |
60.0% |
40.0% |
25.0% |
15.0% |
| Large Cap Growth Fund |
8.0% |
12.0% |
20.0% |
25.0% |
27.0% |
| Large Cap Value Fund |
8.0% |
12.0% |
20.0% |
25.0% |
27.0% |
| Small Cap Equity Fund |
4.0% |
8.0% |
10.0% |
12.0% |
15.0% |
| International Equity Fund |
5.0% |
8.0% |
10.0% |
13.0% |
16.0% |
| Total Equity Allocation |
25.0% |
40.0% |
60.0% |
75.0% |
85.0% |
| Total Portfolio Allocation |
100.0% |
100.0% |
100.0% |
100.0% |
100.0% |
Tactical Model Portfolio
For investors who seek to leverage our expertise and are willing and able to regularly review and re-balance their portfolio, we offer our latest thinking on what we believe to be the most attractive asset classes in this market environment.
| Asset Allocation |
Conservative |
Moderately Conservative |
Moderate |
Moderately Aggressive |
Aggressive |
| Limited Duration Bond Fund |
27.5% |
22.5% |
12.5% |
7.5% |
5.5% |
| Core Bond Fund |
52.5% |
42.5% |
32.5% |
22.5% |
14.5% |
| Total Bond Allocation |
80.0% |
65.0% |
45.0% |
30.0% |
20.0% |
| Large Cap Growth Fund |
5.5% |
9.5% |
17.5% |
22.5% |
24.5% |
| Large Cap Value Fund |
5.5% |
9.5% |
17.5% |
22.5% |
24.5% |
| Small Cap Equity Fund |
4.0% |
8.0% |
10.0% |
12.0% |
15.0% |
| International Equity Fund |
5.0% |
8.0% |
10.0% |
13.0% |
16.0% |
| Total Equity Allocation |
20.0% |
35.0% |
55.0% |
70.0% |
80.0% |
| Total Portfolio Allocation |
100.0% |
100.0% |
100.0% |
100.0% |
100.0% |
