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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 $24 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% 20% 10% 5% 3%
Core Bond Fund 25% 40% 30% 20% 12%
Total Bond Allocation 75% 60% 40% 25% 15%
Large Cap Growth Fund 8% 12% 20% 25% 27%
Large Cap Value Fund 8% 12% 20% 25% 27%
Small Cap Equity Fund 4% 8% 10% 12% 15%
International Equity Fund 5% 8% 10% 13% 16%
Total Equity Allocation 25% 40% 60% 75% 85%
Total Portfolio Allocation 100% 100% 100% 100% 100%

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 54% 24% 14% 9% 4%
Core Bond Fund 19% 34% 24% 14% 9%
Total Bond Allocation 73% 58% 38% 23% 13%
Large Cap Growth Fund 8% 12% 19% 24% 25%
Large Cap Value Fund 8% 12% 19% 24% 25%
Small Cap Equity Fund 4% 7% 9% 11% 14%
International Equity Fund 7% 11% 15% 18% 23%
Total Equity Allocation 27% 42% 62% 77% 87%
Total Portfolio Allocation 100% 100% 100% 100% 100%

Have Investment Questions?

Please contact me for support and guidance.

Joseph Novak
Client Service Manager
(203) 800-4868 
joseph.novak@kofc.org

SEI Investments Distribution Co. (SIDCO, 1 Freedom Valley Drive, Oaks, PA, 19456) is the distributor for the Catholic Investor Funds. Check the background of SIDCO on BrokerCheck.

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