Announcing New Model Portfolios and MMS™ Single-Ticker Strategies
We are excited to announce the addition of a number of portfolios to the FTJ FundChoice platform, including: AAMA High Dividend Growth ETF, Meeder 3-Mandate Conservative, Meeder 3-Mandate Growth, Vanguard Wellesley Income and Wilshire Credit Alternatives.
We are also pleased to add Abbey Capital Futures (ABYAX) and AQR Style Premia Alternative LV I (QSLIX) to our MMS™ Single Product Strategies offering.
AAMA High Dividend Growth ETF
The AAMA High Dividend Growth seeks dividend income and long-term appreciation of capital through investment in a portfolio of exchange traded funds (ETFs). The portfolio consists of seven to ten ETFs.
Like the 3-Mandate Balanced portfolio, the 3-Mandate Conservative and Growth portfolios encompass all three mandates where Meeder serves as the strategist overlay manager.
The 3-Mandate Conservative portfolio will utilize mandate 3 and is considered a diversifier that disengages from the general market cycles that generally influence the other two mandates.
The 3-Mandate Growth will utilize mandate 2 and is managed tactically to purse shorter-term opportunities characterized by markets experiencing cycle or regime changes.
Vanguard Wellesley Income
This 40 year-old, income-oriented balanced strategy offers exposure to stocks and investment-grade bonds. Historically the strategy has allocated roughly two thirds of its assets towards high quality fixed income. The strategy’s stock holdings are focused on companies that have historically paid a larger-than-average dividend or that have expectations of increasing dividends. This focus may provide a higher quarterly income distribution than non-income focused strategies. The strategy has very low expense ratio for tactically managed portfolio.
Wilshire Credit Alternatives
The Wilshire Credit Alternatives Portfolio is an actively-managed, multi-strategy alternative investments portfolio of mutual funds with a low volatility and absolute return mandate. The portfolio allows advisors to provide their clients with risk-managed exposure to liquid alternative mutual funds.
Abbey Capital Futures Strategy Fund (ABYAX)
The Abbey Capital Futures Strategy Fund compromises an allocation to managed futures complemented with an actively-managed fixed income exposure, in a highly-competitive cost structure.
AQR Style Premia Alternative Fund (QSLIX)
The AQR Style Premia Alternative Fund seeks to provide long-term returns with a low correlation to traditional asset class returns by investing in a broad spectrum of asset classes and markets.
Vanguard Market Neutral Fund
In addition, the Vanguard Market Neutral Fund, previously part of the MMS™ Single Product Strategies, is now available directly through our strategist Vanguard.
For more information, please contact your FTJ FundChoice regional sales team at 800.379.2513, option 5 or by email at firstname.lastname@example.org.