GREAT Performance Efficiency Portfolio
Targeted exposure to companies demonstrating strong performance efficiency across sectors and market environments
Portfolio Performance vs Major U.S. Indices
Overview of GREAT Performance Efficiency 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 Performance Efficiency Portfolio provides equity exposure to publicly listed companies selected based on performance characteristics. Constructed using a rules-based methodology, constituents are selected systematically to reflect efficiency in performance trends.
Investment Objective
The portfolio seeks to provide long-term capital appreciation by delivering diversified, passive exposure to publicly listed companies selected based on performance characteristics, 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 Enhanced Portfolio | 25.57% |
| GREAT Broad Market Growth Portfolio | 4.25% |
| 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 selected based on performance efficiency characteristics. It focuses on firms that have demonstrated consistent and efficient performance over time through a rules-based selection approach.
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