Investment Portfolios for Catholic Investors | KoCAA

For investors looking to leverage our investment expertise, Knights of Columbus President and CIO, Tony Minopoli publishes model portfolios based on the same fundamental principles used to manage the Knights own $25 billion portfolio. The strategic allocations provide long term recommendations for investors across a broad risk spectrum.

Asset Allocation	Conservative	Moderately Conservative	Moderate	Moderately Aggressive	Aggressive
Limited Duration Bond Fund	50.0%	20.0%	10.0%	5.0%	3.0%
Core Bond Fund	25.0%	40.0%	30.0%	20.0%	12.0%
Total Bond Allocation	75.0%	60.0%	40.0%	25.0%	15.0%
Large Cap Growth Fund	8.0%	12.0%	20.0%	25.0%	27.0%
Large Cap Value Fund	8.0%	12.0%	20.0%	25.0%	27.0%
Small Cap Equity Fund	4.0%	8.0%	10.0%	12.0%	15.0%
International Equity Fund	5.0%	8.0%	10.0%	13.0%	16.0%
Total Equity Allocation	25.0%	40.0%	60.0%	75.0%	85.0%
Total Portfolio Allocation	100.0%	100.0%	100.0%	100.0%	100.0%
Asset Allocation	Limited Duration Bond Fund
Conservative	50.0%
Moderately Conservative	20.0%
Moderate	10.0%
Moderately Aggressive	5.0%
Aggressive	3.0%
Asset Allocation	Core Bond Fund
Conservative	25.0%
Moderately Conservative	40.0%
Moderate	30.0%
Moderately Aggressive	20.0%
Aggressive	12.0%
Asset Allocation	Total Bond Allocation
Conservative	75.0%
Moderately Conservative	60.0%
Moderate	40.0%
Moderately Aggressive	25.0%
Aggressive	15.0%
Asset Allocation	Large Cap Growth Fund
Conservative	8.0%
Moderately Conservative	12.0%
Moderate	20.0%
Moderately Aggressive	25.0%
Aggressive	27.0%
Asset Allocation	Large Cap Value Fund
Conservative	8.0%
Moderately Conservative	12.0%
Moderate	20.0%
Moderately Aggressive	25.0%
Aggressive	27.0%
Asset Allocation	Small Cap Equity Fund
Conservative	4.0%
Moderately Conservative	8.0%
Moderate	10.0%
Moderately Aggressive	12.0%
Aggressive	15.0%
Asset Allocation	International Equity Fund
Conservative	5.0%
Moderately Conservative	8.0%
Moderate	10.0%
Moderately Aggressive	13.0%
Aggressive	16.0%
Asset Allocation	Total Equity Allocation
Conservative	25.0%
Moderately Conservative	40.0%
Moderate	60.0%
Moderately Aggressive	75.0%
Aggressive	85.0%
Asset Allocation	Total Portfolio Allocation
Conservative	100.0%
Moderately Conservative	100.0%
Moderate	100.0%
Moderately Aggressive	100.0%
Aggressive	100.0%

INSTITUTIONAL TACTICAL MODEL PORTFOLIO

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.

Asset Allocation	Conservative	Moderately Conservative	Moderate	Moderately Aggressive	Aggressive
Limited Duration Bond Fund	27.5%	22.5%	12.5%	7.5%	5.5%
Core Bond Fund	52.5%	42.5%	32.5%	22.5%	14.5%
Total Bond Allocation	80.0%	65.0%	45.0%	30.0%	20.0%
Large Cap Growth Fund	5.5%	9.5%	17.5%	22.5%	24.5%
Large Cap Value Fund	5.5%	9.5%	17.5%	22.5%	24.5%
Small Cap Equity Fund	4.0%	8.0%	10.0%	12.0%	15.0%
International Equity Fund	5.0%	8.0%	10.0%	13.0%	16.0%
Total Equity Allocation	20.0%	35.0%	55.0%	70.0%	80.0%
Total Portfolio Allocation	100.0%	100.0%	100.0%	100.0%	100.0%
Asset Allocation	Limited Duration Bond Fund
Conservative	27.5%
Moderately Conservative	22.5%
Moderate	12.5%
Moderately Aggressive	7.5%
Aggressive	5.5%
Asset Allocation	Core Bond Fund
Conservative	52.5%
Moderately Conservative	42.5%
Moderate	32.5%
Moderately Aggressive	22.5%
Aggressive	14.5%
Asset Allocation	Total Bond Allocation
Conservative	80.0%
Moderately Conservative	65.0%
Moderate	45.0%
Moderately Aggressive	30.0%
Aggressive	20.0%
Asset Allocation	Large Cap Growth Fund
Conservative	5.5%
Moderately Conservative	9.5%
Moderate	17.5%
Moderately Aggressive	22.5%
Aggressive	24.5%
Asset Allocation	Large Cap Value Fund
Conservative	5.5%
Moderately Conservative	9.5%
Moderate	17.5%
Moderately Aggressive	22.5%
Aggressive	24.5%
Asset Allocation	Small Cap Equity Fund
Conservative	4.0%
Moderately Conservative	8.0%
Moderate	10.0%
Moderately Aggressive	12.0%
Aggressive	15.0%
Asset Allocation	International Equity Fund
Conservative	5.0%
Moderately Conservative	8.0%
Moderate	10.0%
Moderately Aggressive	13.0%
Aggressive	16.0%
Asset Allocation	Total Equity Allocation
Conservative	20.0%
Moderately Conservative	35.0%
Moderate	55.0%
Moderately Aggressive	70.0%
Aggressive	80.0%
Asset Allocation	Total Portfolio Allocation
Conservative	100.0%
Moderately Conservative	100.0%
Moderate	100.0%
Moderately Aggressive	100.0%
Aggressive	100.0%

INSTITUTIONAL STRATEGIC MODEL PORTFOLIOS

INSTITUTIONAL TACTICAL MODEL PORTFOLIO