The glide path begins with 95% equity, 4 percentage points above the norm ... to the firm; all of its SIMs will use it. Over an eight-year period, this share class outpaced the category's average ...
The portfolio is overweight in utilities and energy relative to the category average by 4.9 and 3.9 percentage points ... to the firm; all of its SIMs will use it. It has provided subpar returns ...