Marathon Equity Composite:
Portfolios that have target asset allocations of 95% to 100%
in equities and the remainder of the portfolio in cash and
fixed income investments.
Marathon Balanced 75-95 Composite:
Portfolios that have target asset allocations of 75% to 95%
in equities and the remainder of the portfolio in cash and
fixed income investments.
Marathon Balanced 50-75 Composite:
Portfolios that have target asset allocations of 50% to 75%
in equities and the remainder of the portfolio in cash and
fixed income investments.
Marathon Balanced 25-50 Composite:
Portfolios that have target asset allocations of 25% to 50%
in equities and the remainder of the portfolio in cash and
fixed income investments.
Marathon Leveraged Equity Composite:
Portfolios that implement leverage in order to have target
asset allocations greater than a 100% long position in equities.
(Note: Marathon does not recommend any clients follow this
type of a strategy, as it can be very volatile.)
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