Selkirk Holdings

Question 1

Allocation fund, impressive mgr tenure

Answer 1

AFMBX - American Funds American Balanced Fund® Class F-3

Question 2

Passive, cheap, easy way to invest in S&P 500

Answer 2

IVV - iShares Core S&P 500 ETF

Question 3

Low in tech and high in global for a growth fund, pares well with IVV

Answer 3

GAFFX - American Funds The Growth Fund of America® Class F-3

Question 4

Dividend-paying companies, very consistent in down markets

Answer 4

AFMFX - American Funds American Mutual Fund® Class F-3

Question 5

Quantitative, quality focused small cap. Their small is smaller than peers

Answer 5

DFSTX - DFA U.S. Small Cap Portfolio Institutional Class

Question 6

7 distinct sleeves and mgrs with yield target of MSCI ACWI + 20bps, low fees

Answer 6

IGAIX - American Funds International Growth and Income Fund Class F-3

Question 7

Passive, cheap, easy way to invest in S&P Developed x US

Answer 7

SPDW - SPDR Portfolio Developed World ex-US ETF

Question 8

High quality, low liquidity, large growth international

Answer 8

MFAIX - Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio Class I

Question 9

Fidelity Advisor® International Small Cap Fund Class I

Answer 9

FIXIX - Low fees, cost advantage over peers, buy and hold undervalued small intl companies

Question 10

American Funds New World Fund® Class F-3

Answer 10

FNWFX - Mostly emerging markets focused, but not purely, providing good downside protection. Seasoned mgr team

Question 11

American Funds New Perspective Fund® Class F-3

Answer 11

FNPFX - Global large cap growth, Cap Group’s most impressive mgr team, excellent performance, low costs

Question 12

American Funds Capital Income Builder® Class F-3

Answer 12

CFIHX - Global allocation strategy (70% equity, 30% fixed income), 12 sleeves and separate managers

Question 13

DFA Intermediate Government Fixed Income Portfolio Institutional Class

Answer 13

DFIGX - Low cost, solid investment process to invest in treasuries. Low correlation to aggressive equity

Question 14

American Funds Strategic Bond Fund Class F-3

Answer 14

ANBGX - Fixed income team that takes significant tactical positions on duration. Overall goal is to provide diversification from equity market

Question 15

Principal Real Estate Securities Fund Institutional Class

Answer 15

PIREX - One of the steadiest, best performing real estate funds in the Mornginstar universe for 20 yrs!