Performance Reports - Fact Sheets & Updates
Performance Reports
Q1 2023
DOWNLOAD INDIVIDUALLY OR BY MODEL SET
Strategy PLUS - Target PLUS Q1 2023
Strategy PLUS - Multi PLUS Q1 2023
Strategy PLUS - Index PLUS Q1 2023
Strategy PLUS - FOCUS PLUS Q1 2023
Strategy PLUS - FOCUS PLUS American Funds Q1 2023
Strategy PLUS - FOCUS PLUS Meeder Q1 2023
Strategy PLUS - FOCUS PLUS Fidelity Q1 2023
Strategy PLUS - ESG PLUS Q1 2023
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APRIL 2023
Strategy PLUS Model Performance
PRIOR REPORTS
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Asset Allocation Breakdown - Q1 2023
Asset Allocation Breakdown - Q4 2022
Asset Allocation Breakdown - Q3 2022
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Performance in Perspective - Q1 2023
Performance in Perspective - Q4 2022
Performance in Perspective - Q3 2022
Performance in Perspective - Q2 2022
Performance in Perspective - Q1 2022
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Wilshire Quarterly Market Update - Q1 2023
Wilshire Investment Strategy Update - Q4 2022
Wilshire Investment Strategy Update - Q3 2022
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ALL FOR INSTITUTIONAL USE ONLY. NOT FOR DISTRIBUTION TO THE GENERAL PUBLIC.
Strategist Trade Commentary - Q4 2022
Capital Defender Model Trade Commentary - Oct 2022
Kidder Advisers Capital Defender Model 2.0 Newsletter - Oct 2022
Strategist Trade Commentary - Q3 2022
PFG BNY Mellon Diversifier PFADX Commentary - Sept 30, 2022
BNY Mellon Alternative 0-15 Commentary - Sept. 30, 2022
PFG Global Multi-Asset Tactical Trade Commentary - J.P. Morgan - Sept 28, 2022
Kidder Advisers Capital Defender Model 2.0 Trade Rationale - July 2022
Fidelity Sector Equity Business Cycle Model - Sept 2022
J.P. Morgan | PFG Global Multi-Asset Tactical Trades - August 2022
Strategist Trade Commentary - Q2 2022
BNY Alternative Commentary - June 2022
Asset Allocation Commentary: PFG BNY Mellon Diversifier Strategy Fund - Sept 2022
J.P. Morgan | Pacific Financial Global Multi Tactical Trade - June 22
PIMCO Strategy on EPIC and PFG Active Core Bond - June 22
Kidder Advisers Capital Defender Model 2.0 - June - 22
PFADX 0-15 Commentary - April 2022
Janus Henderson Balanced and PFG Tactical Income - May 22
J.P. Morgan PFG Global Multi Tactical Trade Commentary - May 22
ESG PLUS Conservative Trade Commentary - May 22
BlackRock ESG Allocation Changes - May 22
J.P. Morgan PFG Global Multi Tactical Trade Commentary - May 22
Janus Henderson Balanced and PFG Tactical Income - May 22
PFG American Funds Moderate Growth Allocation Change - May 2022
Kidder Advisers Capital Defender Model 2.0 Trades - May 2022