GREAT Broad Market Enhanced Portfolio
Targeted exposure to diversified U.S. equities through an enhanced rules-based portfolio construction framework
Portfolio Performance vs Major U.S. Indices
Overview of GREAT Broad Market Enhanced Portfolio
Portfolio Asset Allocation as of Jul 17, 2026
Portfolio Asset Allocation
as of Apr 1, 2026
- Equities100.00%
- ETFs0.00%
- Fixed income0.00%
- Cash/Derivative0.00%
- Alternatives0.00%
Portfolio Details
The GREAT Broad Market Enhanced Portfolio provides equity exposure to publicly listed companies across the broader U.S. equity market. Constructed using a rules-based methodology, constituents are selected and weighted through an enhanced allocation framework, offering systematic exposure to broad market opportunities.
Investment Objective
The portfolio seeks to provide long-term capital appreciation by delivering diversified, passive exposure to publicly listed companies across the broader U.S. equity market with an enhanced allocation framework, while managing concentration, liquidity, and structural risks inherent to equity investing.
Important Information & Disclosures
This information is provided for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any securities. The portfolio is constructed using a passive, rules-based methodology and does not seek to outperform any benchmark. Investments are subject to market risk, including the possible loss of principal. Past performance, if shown, is not indicative of future results. Regulatory treatment, investor protections, and taxation may vary by jurisdiction. Investors should consider the portfolio’s objectives, methodology, and risks carefully before investing.
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Portfolio Documents
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| Portfolio | 1Y (CAGR) |
|---|---|
| GREAT Broad Market Growth Portfolio | 4.25% |
| GREAT Performance Efficiency Portfolio | -5.83% |
| GREAT Performance Leaders Portfolio | -6.51% |
| GREAT S&P 500 Optimal Allocation Portfolio | 7.49% |
Frequently Asked Questions
The portfolio has exposure to publicly listed companies across the U.S. equity market, with allocations determined through an enhanced, rules-based framework. It focuses on improving diversification and portfolio efficiency relative to broad market exposure.
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