- This tool offers investment asset allocation guidance that considers an investor’s risk tolerance, time horizon, and goals, but is not a substitute for a comprehensive analysis by a licensed investment professional.
- The asset allocation recommendations are designed to lie within specific risk/return regions along the efficient frontier. The frontier is found through a mean-variance optimization. The return component of the optimization features internally generated 10-year annual return projections for the included asset classes. Historical asset class monthly standard deviations and covariances comprise the variance portion of the optimization.
- The asset classes considered include large cap equities, small cap equities, international equities, as well as government and investment grade corporate bonds. The tool does not consider asset classes for which the advisor does not offer investment products. Other investments not considered may have characteristics similar or superior to those being analyzed.
- The projections or other information generated by the Asset Allocation Calculator for Entities regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Past performance does not guarantee future results.
This commentary has been prepared by Knights of Columbus Asset Advisors for informational purposes. Nothing contained herein should be construed as (i) an offer to sell or solicitation of an offer to buy any security or (ii) a recommendation as to the advisability of investing in, purchasing or selling any security. Any opinions expressed herein reflect our judgment and are subject to change. Certain of the statements contained herein are statements of future expectations and other forward-looking statements that are based on management’s current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Actual results, performance or events may differ materially from those in such statements due to, without limitation, (1) general economic conditions, (2) performance of financial markets, (3) interest rate levels, (4) increasing levels of loan defaults, (5) changes in laws and regulations, and (6) changes in the policies of governments and/or regulatory authorities. The opinions, views and information expressed in this commentary regarding holdings are subject to change without notice. The information provided regarding any holdings is not a recommendation to buy or sell any security. Fund holdings are fluid and are subject to daily change based on market conditions and other factors.
Important Mutual Fund Disclosures
Consider the funds’ investment objectives, risks, charges and expenses carefully before investing. This and other information can be found in the funds’ full or summary prospectuses, which can be obtained by calling 1-844-KC-Funds or by visiting www.kofcassetadvisors.org. Please read the prospectus carefully before investing.
Mutual fund investing involves risk. Some mutual funds have more risk than others. The investment return and principal value will fluctuate and shares when sold may be worth more or less than the original cost. Fixed income investments are subject to interest rate risk, and their value will decline as interest rates rise. Asset allocation and diversification do not assure a profit or protect against loss in declining markets. There is no guarantee a Fund's objectives will be achieved. The risks associated with each fund are explained more fully in each fund's respective prospectus. Investors should consult with their attorney, accountant, and/or tax professional for advice concerning their particular situation.
Mutual Funds are not insured by the FDIC or any other federal government agency, may lose value, and are not a deposit of or guaranteed by any bank or any bank affiliate.
Knights of Columbus Asset Advisors LLC, an SEC-registered investment advisor, serves as the investment advisor to each of the Knights of Columbus Funds. The Knights of Columbus Funds are distributed by SEI Investments Distribution Co. (1 Freedom Valley Dr, Oaks, PA 19456), which is not affiliated with Knights of Columbus Asset Advisors or any of its affiliates.
The information on this website is intended to be made available to current or prospective investors in the U.S. only.