Core Plus Suite | Performance – June 2023
Performance for the IRON Core Plus Portfolios (Conservative – Aggressive) as of June 30, 2023 is now available. View or download the fact sheets below.
Performance for the IRON Core Plus Portfolios (Conservative – Aggressive) as of June 30, 2023 is now available. View or download the fact sheets below.
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.
Questions and/or requests for additional information may be directed to 847-715-3200 or compliance@ironfinancial.com.
