Literature Library

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		SMA-Basic Value-Sample Portfolio Sample Portfolio Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account sample portfolio with a snaphot of the holdings, portfolio characteristics, and third-party ratings. Publication date: Oct 6, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	Oct 6, 2025
		SMA-Capital Appreciation-Sample Portfolio Sample Portfolio Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account sample portfolio with a snaphot of the holdings, portfolio characteristics, and third-party ratings. Publication date: Oct 6, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	Oct 6, 2025
		SMA-Equity Dividend-Sample Portfolio Sample Portfolio Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account sample portfolio with a snaphot of the holdings, portfolio characteristics, and third-party ratings. Publication date: Oct 6, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	Oct 6, 2025
		Sample Portfolio: SMA-Global Dividend Sample Portfolio Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account sample portfolio with a snaphot of the holdings, portfolio characteristics, and third-party ratings. Publication date: Oct 6, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	Oct 6, 2025
		SMA-International Dividend Sample Portfolio Sample Portfolio Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account sample portfolio with a snaphot of the holdings, portfolio characteristics, and third-party ratings. Publication date: Oct 6, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	Oct 6, 2025
		Sample Portfolio: Managed Accounts - International Equity Sample Portfolio Actions Download Email Subscribe Add to favorites Information Information Description: Representative holdings in Private Investors International Equity Target Portfolio. Publication date: Oct 6, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	Oct 6, 2025
		SMA-Large Cap Core-Sample Portfolio Sample Portfolio Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account sample portfolio with a snaphot of the holdings, portfolio characteristics, and S&P ratings. Publication date: Oct 6, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	Oct 6, 2025
		SMA-Large Cap Value-Sample Portfolio Sample Portfolio Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account sample portfolio with a snaphot of the holdings, portfolio characteristics, and S&P ratings. Publication date: Oct 6, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	Oct 6, 2025
		SMA-Mid Cap Value-Sample Portfolio Sample Portfolio Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account sample portfolio with a snaphot of the holdings, portfolio characteristics, and S&P ratings. Publication date: Oct 6, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	Oct 6, 2025
		SMA-Mid Cap Growth-Sample Portfolio Sample Portfolio Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account sample portfolio with a snaphot of the holdings, portfolio characteristics, and S&P ratings. Publication date: Oct 6, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	Oct 6, 2025

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