https://support.xyinvestmentsolutions.com/hc/en-us/article_attachments/10010334461453/XYIS_Cause_60-40_Portfolio_Snapshot_10102022.pdf*For Advisor Use Only*
Here you'll find Morningstar reports for our Cause NTF model. These are updated quarterly. Click on each to expand, and find copies attached.
Below are snapshots for Cause 60/40 (left) and Cause 40/60 (right).
Below are snapshots for Cause Tax-Sensitive 60/40 (left) and Cause Tax-Sensitive 40/60 (right).
Please keep in mind that all model-related data reflect historical performance of the current models, not necessarily how accounts were invested in the past. Thus, the content may not represent clients’ portfolio or experience.