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<ul class="breadcrumb"> <li class="breadcrumb-item"> <a href="/invest/" itemProp="item"><span itemProp="name">Invest</span></a> </li> <li class="breadcrumb-item active"> <span aria-current="page" tabindex="0">Model Portfolios</span> </li> </ul> </div> </div> </nav> <div class=" PageContent"> <section class="score-stripe flex-teaser default border-bottom " style="" data-epi-type="content"> <div class="container"> <div class="w-full"> <div class="section-header text-left"> <H1 class=" headlineXXL"> INSTITUTIONAL STRATEGIC MODEL PORTFOLIOS </H1> </div> <div class="content-area"> <div class=" content-area__copy"> <div class="score-rich-text-block default default"> <div class="content-area "> <div class="rich-text "> <p style="text-align: left;">For investors looking to leverage our investment expertise, Knights of Columbus Asset Advisors publishes model portfolios based on the same fundamental principles used to manage the Knights own $27 billion portfolio. The strategic allocations provide long term recommendations for investors across a broad risk spectrum.</p> </div> </div> </div> </div><div class=" content-area__copy"> <table class="default" > <thead> <tr> <th id="asset-allocation_1" scope="col">Asset Allocation</th> <th id="conservative_2" scope="col">Conservative</th> <th id="moderately-conservative_3" scope="col">Moderately Conservative</th> <th id="moderate_4" scope="col">Moderate</th> <th id="moderately-aggressive_5" scope="col">Moderately Aggressive</th> <th id="aggressive_6" scope="col">Aggressive</th> </tr> </thead> <tbody> <tr> <td headers="asset-allocation_1" data-label="Asset Allocation"> <div class="rich-text "> <p><strong>Limited Duration Bond Fund</strong></p> </div> </td> <td headers="conservative_2" data-label="Conservative"> <div class="rich-text "> <p>50.0%</p> </div> </td> <td headers="moderately-conservative_3" data-label="Moderately Conservative"> <div class="rich-text "> <p>20.0%</p> </div> </td> <td headers="moderate_4" data-label="Moderate"> <div class="rich-text "> <p>10.0%</p> </div> </td> <td headers="moderately-aggressive_5" data-label="Moderately Aggressive"> <div class="rich-text "> <p>5.0%</p> </div> </td> <td headers="aggressive_6" data-label="Aggressive"> <div class="rich-text "> <p>3.0%</p> </div> </td> </tr> <tr> <td headers="asset-allocation_1" data-label="Asset Allocation"> <div class="rich-text "> <p><strong>Core Bond Fund</strong></p> </div> </td> <td headers="conservative_2" data-label="Conservative"> <div class="rich-text "> <p>25.0%</p> </div> </td> <td headers="moderately-conservative_3" data-label="Moderately Conservative"> <div class="rich-text "> <p>40.0%</p> </div> </td> <td headers="moderate_4" data-label="Moderate"> <div class="rich-text "> <p>30.0%</p> </div> </td> <td headers="moderately-aggressive_5" data-label="Moderately Aggressive"> <div class="rich-text "> <p>20.0%</p> </div> </td> <td headers="aggressive_6" data-label="Aggressive"> <div class="rich-text "> <p>12.0%</p> </div> </td> </tr> <tr> <td headers="asset-allocation_1" data-label="Asset Allocation"> <div class="rich-text "> <p><strong>Total Bond Allocation</strong></p> </div> </td> <td headers="conservative_2" data-label="Conservative"> <div class="rich-text "> <p>75.0%</p> </div> </td> <td headers="moderately-conservative_3" data-label="Moderately Conservative"> <div class="rich-text "> <p><strong>60.0%</strong></p> </div> </td> <td headers="moderate_4" data-label="Moderate"> <div class="rich-text "> <p><strong>40.0%</strong></p> </div> </td> <td headers="moderately-aggressive_5" data-label="Moderately Aggressive"> <div class="rich-text "> <p><strong>25.0%</strong></p> </div> </td> <td headers="aggressive_6" data-label="Aggressive"> <div class="rich-text "> <p><strong>15.0%</strong></p> </div> </td> </tr> <tr> <td headers="asset-allocation_1" data-label="Asset Allocation"> <div class="rich-text "> <p><strong>Large Cap Growth Fund</strong></p> </div> </td> <td headers="conservative_2" data-label="Conservative"> <div class="rich-text "> <p>8.0%</p> </div> </td> <td headers="moderately-conservative_3" data-label="Moderately Conservative"> <div class="rich-text "> <p>12.0%</p> </div> </td> <td headers="moderate_4" data-label="Moderate"> <div class="rich-text "> <p>20.0%</p> </div> </td> <td headers="moderately-aggressive_5" data-label="Moderately Aggressive"> <div class="rich-text "> <p>25.0%</p> </div> </td> <td headers="aggressive_6" data-label="Aggressive"> <div class="rich-text "> <p>27.0%</p> </div> </td> </tr> <tr> <td headers="asset-allocation_1" data-label="Asset Allocation"> <div class="rich-text "> <p><strong>Large Cap Value Fund</strong></p> </div> </td> <td headers="conservative_2" data-label="Conservative"> <div class="rich-text "> <p>8.0%</p> </div> </td> <td headers="moderately-conservative_3" data-label="Moderately Conservative"> <div class="rich-text "> <p>12.0%</p> </div> </td> <td headers="moderate_4" data-label="Moderate"> <div class="rich-text "> <p>20.0%</p> </div> </td> <td headers="moderately-aggressive_5" data-label="Moderately Aggressive"> <div class="rich-text "> <p>25.0%</p> </div> </td> <td headers="aggressive_6" data-label="Aggressive"> <div class="rich-text "> <p>27.0%</p> </div> </td> </tr> <tr> <td headers="asset-allocation_1" data-label="Asset Allocation"> <div class="rich-text "> <p><strong>Small Cap Equity Fund</strong></p> </div> </td> <td headers="conservative_2" data-label="Conservative"> <div class="rich-text "> <p>4.0%</p> </div> </td> <td headers="moderately-conservative_3" data-label="Moderately Conservative"> <div class="rich-text "> <p>8.0%</p> </div> </td> <td headers="moderate_4" data-label="Moderate"> <div class="rich-text "> <p>10.0%</p> </div> </td> <td headers="moderately-aggressive_5" data-label="Moderately Aggressive"> <div class="rich-text "> <p>12.0%</p> </div> </td> <td headers="aggressive_6" data-label="Aggressive"> <div class="rich-text "> <p>15.0%</p> </div> </td> </tr> <tr> <td headers="asset-allocation_1" data-label="Asset Allocation"> <div class="rich-text "> <p><strong>International Equity Fund</strong></p> </div> </td> <td headers="conservative_2" data-label="Conservative"> <div class="rich-text "> <p>5.0%</p> </div> </td> <td headers="moderately-conservative_3" data-label="Moderately Conservative"> <div class="rich-text "> <p>8.0%</p> </div> </td> <td headers="moderate_4" data-label="Moderate"> <div class="rich-text "> <p>10.0%</p> </div> </td> <td headers="moderately-aggressive_5" data-label="Moderately Aggressive"> <div class="rich-text "> <p>13.0%</p> </div> </td> <td headers="aggressive_6" data-label="Aggressive"> <div class="rich-text "> <p>16.0%</p> </div> </td> </tr> <tr> <td headers="asset-allocation_1" data-label="Asset Allocation"> <div class="rich-text "> <p><strong>Total Equity Allocation</strong></p> </div> </td> <td headers="conservative_2" data-label="Conservative"> <div class="rich-text "> <p><strong>25.0%</strong></p> </div> </td> <td headers="moderately-conservative_3" data-label="Moderately Conservative"> <div class="rich-text "> <p><strong>40.0%</strong></p> </div> </td> <td headers="moderate_4" data-label="Moderate"> <div class="rich-text "> <p><strong>60.0%</strong></p> </div> </td> <td headers="moderately-aggressive_5" data-label="Moderately Aggressive"> <div class="rich-text "> <p><strong>75.0%</strong></p> </div> </td> <td headers="aggressive_6" data-label="Aggressive"> <div class="rich-text "> <p><strong>85.0%</strong></p> </div> </td> </tr> <tr> <td headers="asset-allocation_1" data-label="Asset Allocation"> <div class="rich-text "> <p><strong>Total Portfolio Allocation</strong></p> </div> </td> <td headers="conservative_2" data-label="Conservative"> <div class="rich-text "> <p>100.0%</p> </div> </td> <td headers="moderately-conservative_3" data-label="Moderately Conservative"> <div class="rich-text "> <p>100.0%</p> </div> </td> <td headers="moderate_4" data-label="Moderate"> <div class="rich-text "> <p>100.0%</p> </div> </td> <td headers="moderately-aggressive_5" data-label="Moderately Aggressive"> <div class="rich-text "> <p>100.0%</p> </div> </td> <td headers="aggressive_6" data-label="Aggressive"> <div class="rich-text "> <p>100.0%</p> </div> </td> </tr> </tbody> </table> </div><div class=" content-area__copy"> <div class="score-rich-text-block default default"> <div class="content-area "> <div class="rich-text "> <h2 class="headlineL" style="text-align: left;">INSTITUTIONAL TACTICAL MODEL PORTFOLIO</h2> <p style="text-align: left;">For investors who seek to leverage our expertise and are willing and able to regularly review and re-balance their portfolio, we offer our latest thinking on what we believe to be the most attractive asset classes in this market environment.</p> </div> </div> </div> </div><div class=" content-area__copy"> <table class="default" > <thead> <tr> <th id="asset-allocation_1" scope="col">Asset Allocation</th> <th id="conservative_2" scope="col">Conservative</th> <th id="moderately-conservative_3" scope="col">Moderately Conservative</th> <th id="moderate_4" scope="col">Moderate</th> <th id="moderately-aggressive_5" scope="col">Moderately Aggressive</th> <th id="aggressive_6" scope="col">Aggressive</th> </tr> </thead> <tbody> <tr> <td headers="asset-allocation_1" data-label="Asset Allocation"> <div class="rich-text "> <p><strong>Limited Duration Bond Fund</strong></p> </div> </td> <td headers="conservative_2" data-label="Conservative"> <div class="rich-text "> <p>27.5%</p> </div> </td> <td headers="moderately-conservative_3" data-label="Moderately Conservative"> <div class="rich-text "> <p>22.5%</p> </div> </td> <td headers="moderate_4" data-label="Moderate"> <div class="rich-text "> <p>12.5%</p> </div> </td> <td headers="moderately-aggressive_5" data-label="Moderately Aggressive"> <div class="rich-text "> <p>7.5%</p> </div> </td> <td headers="aggressive_6" data-label="Aggressive"> <div class="rich-text "> <p>5.5%</p> </div> </td> </tr> <tr> <td headers="asset-allocation_1" data-label="Asset Allocation"> <div class="rich-text "> <p><strong>Core Bond Fund</strong></p> </div> </td> <td headers="conservative_2" data-label="Conservative"> <div class="rich-text "> <p>52.5%</p> </div> </td> <td headers="moderately-conservative_3" data-label="Moderately Conservative"> <div class="rich-text "> <p>42.5%</p> </div> </td> <td headers="moderate_4" data-label="Moderate"> <div class="rich-text "> <p>32.5%</p> </div> </td> <td headers="moderately-aggressive_5" data-label="Moderately Aggressive"> <div class="rich-text "> <p>22.5%</p> </div> </td> <td headers="aggressive_6" data-label="Aggressive"> <div class="rich-text "> <p>14.5%</p> </div> </td> </tr> <tr> <td headers="asset-allocation_1" data-label="Asset Allocation"> <div class="rich-text "> <p><strong>Total Bond Allocation</strong></p> </div> </td> <td headers="conservative_2" data-label="Conservative"> <div class="rich-text "> <p><strong>80.0%</strong></p> </div> </td> <td headers="moderately-conservative_3" data-label="Moderately Conservative"> <div class="rich-text "> <p><strong>65.0%</strong></p> </div> </td> <td headers="moderate_4" data-label="Moderate"> <div class="rich-text "> <p><strong>45.0%</strong></p> </div> </td> <td headers="moderately-aggressive_5" data-label="Moderately Aggressive"> <div class="rich-text "> <p><strong>30.0%</strong></p> </div> </td> <td headers="aggressive_6" data-label="Aggressive"> <div class="rich-text "> <p><strong>20.0%</strong></p> </div> </td> </tr> <tr> <td headers="asset-allocation_1" data-label="Asset Allocation"> <div class="rich-text "> <p><strong>Large Cap Growth Fund</strong></p> </div> </td> <td headers="conservative_2" data-label="Conservative"> <div class="rich-text "> <p>5.5%</p> </div> </td> <td headers="moderately-conservative_3" data-label="Moderately Conservative"> <div class="rich-text "> <p>9.5%</p> </div> </td> <td headers="moderate_4" data-label="Moderate"> <div class="rich-text "> <p>17.5%</p> </div> </td> <td headers="moderately-aggressive_5" data-label="Moderately Aggressive"> <div class="rich-text "> <p>22.5%</p> </div> </td> <td headers="aggressive_6" data-label="Aggressive"> <div class="rich-text "> <p>24.5%</p> </div> </td> </tr> <tr> <td headers="asset-allocation_1" data-label="Asset Allocation"> <div class="rich-text "> <p><strong>Large Cap Value Fund</strong></p> </div> </td> <td headers="conservative_2" data-label="Conservative"> <div class="rich-text "> <p>5.5%</p> </div> </td> <td headers="moderately-conservative_3" data-label="Moderately Conservative"> <div class="rich-text "> <p>9.5%</p> </div> </td> <td headers="moderate_4" data-label="Moderate"> <div class="rich-text "> <p>17.5%</p> </div> </td> <td headers="moderately-aggressive_5" data-label="Moderately Aggressive"> <div class="rich-text "> <p>22.5%</p> </div> </td> <td headers="aggressive_6" data-label="Aggressive"> <div class="rich-text "> <p>24.5%</p> </div> </td> </tr> <tr> <td headers="asset-allocation_1" data-label="Asset Allocation"> <div class="rich-text "> <p><strong>Small Cap Equity Fund</strong></p> </div> </td> <td headers="conservative_2" data-label="Conservative"> <div class="rich-text "> <p>4.0%</p> </div> </td> <td headers="moderately-conservative_3" data-label="Moderately Conservative"> <div class="rich-text "> <p>8.0%</p> </div> </td> <td headers="moderate_4" data-label="Moderate"> <div class="rich-text "> <p>10.0%</p> </div> </td> <td headers="moderately-aggressive_5" data-label="Moderately Aggressive"> <div class="rich-text "> <p>12.0%</p> </div> </td> <td headers="aggressive_6" data-label="Aggressive"> <div class="rich-text "> <p>15.0%</p> </div> </td> </tr> <tr> <td headers="asset-allocation_1" data-label="Asset Allocation"> <div class="rich-text "> <p><strong>International Equity Fund</strong></p> </div> </td> <td headers="conservative_2" data-label="Conservative"> <div class="rich-text "> <p>5.0%</p> </div> </td> <td headers="moderately-conservative_3" data-label="Moderately Conservative"> <div class="rich-text "> <p>8.0%</p> </div> </td> <td headers="moderate_4" data-label="Moderate"> <div class="rich-text "> <p>10.0%</p> </div> </td> <td headers="moderately-aggressive_5" data-label="Moderately Aggressive"> <div class="rich-text "> <p>13.0%</p> </div> </td> <td headers="aggressive_6" data-label="Aggressive"> <div class="rich-text "> <p>16.0%</p> </div> </td> </tr> <tr> <td headers="asset-allocation_1" data-label="Asset Allocation"> <div class="rich-text "> <p><strong>Total Equity Allocation</strong></p> </div> </td> <td headers="conservative_2" data-label="Conservative"> <div class="rich-text "> <p><strong>20.0%</strong></p> </div> </td> <td headers="moderately-conservative_3" data-label="Moderately Conservative"> <div class="rich-text "> <p><strong>35.0%</strong></p> </div> </td> <td headers="moderate_4" data-label="Moderate"> <div class="rich-text "> <p><strong>55.0%</strong></p> </div> </td> <td headers="moderately-aggressive_5" data-label="Moderately Aggressive"> <div class="rich-text "> <p><strong>70.0%</strong></p> </div> </td> <td headers="aggressive_6" data-label="Aggressive"> <div class="rich-text "> <p><strong>80.0%</strong></p> </div> </td> </tr> <tr> <td headers="asset-allocation_1" data-label="Asset Allocation"> <div class="rich-text "> <p><strong>Total Portfolio Allocation</strong></p> </div> </td> <td headers="conservative_2" data-label="Conservative"> <div class="rich-text "> <p>100.0%</p> </div> </td> <td headers="moderately-conservative_3" data-label="Moderately Conservative"> <div class="rich-text "> <p>100.0%</p> </div> </td> <td headers="moderate_4" data-label="Moderate"> <div class="rich-text "> <p>100.0%</p> </div> </td> <td headers="moderately-aggressive_5" data-label="Moderately Aggressive"> <div class="rich-text "> <p>100.0%</p> </div> </td> <td headers="aggressive_6" data-label="Aggressive"> <div 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