Dynamics features tactical allocation and ongoing performance evaluations of selected funds.
Our managers seek to overweight portfolios in the asset classes and funds showing the best potential for superior performance. Each Dynamics portfolio is tailored to fit individual objectives and risk tolerances. Dynamics is designed for investors who want to own the socially responsible mutual funds in each major asset class with the best relative strength. Program managers use an array of momentum indicators, technical analysis tools and trend-following techniques to determine relative strength and evaluate market risk. An actively managed Dynamics portfolio offers several advantages over self-managed portfolios of stocks or mutual funds.