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Portfolio Update: Fund Changes to Alpha-Core Portfolios

September 4, 2024 in Thought Leadership | Product Research

We are making minor fund changes to the developed international and US small cap equity allocations in the iMGP Alpha-Core Portfolios. We are selling the iMGP Oldfield International Value Fund (POIVX) (as POIVX is being liquidated on or about September 20, 2024) and reallocating to the iMGP International Fund (MSILX...