Core Plus Suite | Performance – June 2023

IRON Core Plus Portfolios

The material herein contains periods of historical performance based on a model rather than actual client performance.  This model was maintained and used concurrent with the management of client accounts solely for the purpose of simplifying performance calculation.  While it accurately reflects management decisions, it does not precisely capture the effects of drift between rebalances as asset weights changed due to market movements.  The model rebalanced monthly.  

Please see disclosure section of materials for additional information.

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