Model Portfolio Overviews February 28, 2022 14:59 Updated In addition to summaries of each model series, this document includes historical performance of index-based allocations to put some context around risk and return expectations. XYIS Model Portfolio Overview - 22Sep2020.pdf 400 KB Download Related articles Model Portfolio Holdings Guide: Choosing the Right Model Our ESG Approach CORE | Morningstar 2020 Q3 Investment Commentary