A portfolio consisting of income strategies
MODEL TABLE OF CONTENTS (Skip to Section)
The Income Model Portfolio is an example portfolio consisting of a variety of diversifying income strategies apart from traditional stocks and bonds. Strategies include equity real estate investment trusts, preferred stocks, convertible bonds, option income, and closed-end funds.
Who Should Use an Income Portfolio?
- Investors seeking a diversified income portfolio with a variety of return drivers that can be used to complement an existing stock and bond portfolio.
Performance for periods ending September 30, 2025
Performance is annualized for periods longer than one year.
| 3 Months | YTD | 1 Year | 3 Years | 5 Years | Since Inception | Inception Date | Maximum Drawdown | Annual Standard Deviation | |
|---|---|---|---|---|---|---|---|---|---|
| Income Portfolio | 4.4% | 9.0% | -0.5% | 9.6% | 5.4% | 3.5% | 3/31/2016 | -44.4% | 18.4% |
Note: Prior to September 30, 2025, the performance of the Equity, Income, and Fixed Income Portfolios represents the stock, bond, and income components from the Moderate Model Portfolio.
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