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Showing Portfolios 1 to3 of 6
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1121
•
Revisor
•
Model
Capital Protection Passive Portfolio
The Passive Portfolio is a passively managed portfolio that consists of the top ten percent by market cap of the S&P 400, 500 and 600. The portfolio is market cap weighted and is reconstituted annually. Purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Capital Protection
Geography:
Global
Series Type:
Passive
Min. Investment:
$2,500,000
Management Fee:
.15%
1122
•
Revisor
•
Model
Balanced Conservative Passive Portfolio
The Passive Portfolio is a passively managed portfolio that consists of the top ten percent by market cap of the S&P 400, 500 and 600. The portfolio is market cap weighted and is reconstituted annually. Purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Conservative
Geography:
Global
Series Type:
Passive
Min. Investment:
$1,250,000
Management Fee:
.15%
1123
•
Revisor
•
Model
Moderate Conservative Passive Portfolio
The Passive Portfolio is a passively managed portfolio that consists of the top ten percent by market cap of the S&P 400, 500 and 600. The portfolio is market cap weighted and is reconstituted annually. Purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Conservative
Geography:
Global
Series Type:
Passive
Min. Investment:
$840,000
Management Fee:
.15%
1124
•
Revisor
•
Model
Conservative Passive Portfolio
The Passive Portfolio is a passively managed portfolio that consists of the top ten percent by market cap of the S&P 400, 500 and 600. The portfolio is market cap weighted and is reconstituted annually. Purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Conservative
Geography:
Global
Series Type:
Passive
Min. Investment:
$625,000
Management Fee:
.15%
1125
•
Revisor
•
Model
Balanced Growth Passive Portfolio
The Passive Portfolio is a passively managed portfolio that consists of the top ten percent by market cap of the S&P 400, 500 and 600. The portfolio is market cap weighted and is reconstituted annually. Purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Growth
Geography:
Global
Series Type:
Passive
Min. Investment:
$500,000
Management Fee:
.15%
1126
•
Revisor
•
Model
Moderate Growth Passive Portfolio
The Passive Portfolio is a passively managed portfolio that consists of the top ten percent by market cap of the S&P 400, 500 and 600. The portfolio is market cap weighted and is reconstituted annually. Purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Growth
Geography:
Global
Series Type:
Passive
Min. Investment:
$420,000
Management Fee:
.15%
1127
•
Revisor
•
Model
Growth Passive Portfolio
The Passive Portfolio is a passively managed portfolio that consists of the top ten percent by market cap of the S&P 400, 500 and 600. The portfolio is market cap weighted and is reconstituted annually. Purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Growth
Geography:
Global
Series Type:
Passive
Min. Investment:
$360,000
Management Fee:
.15%
1128
•
Revisor
•
Model
Balanced Aggressive Passive Portfolio
The Passive Portfolio is a passively managed portfolio that consists of the top ten percent by market cap of the S&P 400, 500 and 600. The portfolio is market cap weighted and is reconstituted annually. Purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Aggressive
Geography:
Global
Series Type:
Passive
Min. Investment:
$315,000
Management Fee:
.15%
1129
•
Revisor
•
Model
Moderate Aggressive Passive Portfolio
The Passive Portfolio is a passively managed portfolio that consists of the top ten percent by market cap of the S&P 400, 500 and 600. The portfolio is market cap weighted and is reconstituted annually. Purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Aggressive
Geography:
Global
Series Type:
Passive
Min. Investment:
$280,000
Management Fee:
.15%
1130
•
Revisor
•
Model
Aggressive Passive Portfolio
The Passive Portfolio is a passively managed portfolio that consists of the top ten percent by market cap of the S&P 400, 500 and 600. The portfolio is market cap weighted and is reconstituted annually. Purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
Global
Series Type:
Passive
Min. Investment:
$250,000
Management Fee:
.15%
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