C000021820 Holdings — SA Multi-Managed International Equity Portfolio

All 500 reported holdings of SA Multi-Managed International Equity Portfolio (C000021820) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
ASML Holding NV2.85%$7.77M
Roche Holding AG1.88%$5.12M
Mitsubishi UFJ Financial Group Inc1.55%$4.23M
Siemens AG1.44%$3.93M
AstraZeneca PLC1.41%$3.85M
TotalEnergies SE1.30%$3.55M
Toyota Motor Corp1.15%$3.13M
Banco Bilbao Vizcaya Argentaria SA1.08%$2.95M
Sap SE1.08%$2.94M
Hitachi Ltd1.07%$2.93M
Sony Group Corp1.07%$2.91M
Unilever PLC1.03%$2.82M
Shell PLC1.00%$2.73M
Novartis AG0.98%$2.67M
Nestle SA0.97%$2.65M
Taiwan Semiconductor Manufacturing Co Ltd0.95%$2.59M
Safran SA0.90%$2.45M
AIA Group Ltd0.83%$2.27M
National Grid PLC0.81%$2.21M
DNB Bank ASA0.81%$2.21M
AstraZeneca PLC0.80%$2.17M
Lloyds Banking Group PLC0.77%$2.11M
Schneider Electric SE0.77%$2.09M
Iberdrola SA0.75%$2.03M
Allianz SE0.74%$2.03M
Mitsubishi Electric Corp0.71%$1.93M
Infineon Technologies AG0.70%$1.91M
LVMH Moet Hennessy Louis Vuitton SE0.69%$1.90M
BAE Systems PLC0.69%$1.89M
Banco Santander SA0.68%$1.85M
Recruit Holdings Co Ltd0.67%$1.84M
KDDI Corp0.67%$1.83M
Gsk PLC0.66%$1.80M
Shell PLC0.66%$1.80M
Cie Financiere Richemont SA0.65%$1.78M
Haleon PLC0.58%$1.58M
HSBC Holdings PLC0.58%$1.58M
Air Liquide SA0.57%$1.56M
Hoya Corp0.56%$1.54M
MS&AD Insurance Group Holdings Inc0.56%$1.53M
Industria de Diseno Textil SA0.55%$1.50M
Legrand SA0.55%$1.50M
Rolls-Royce Holdings PLC0.53%$1.46M
Airbus SE0.53%$1.45M
London Stock Exchange Group PLC0.53%$1.44M
ABB Ltd0.53%$1.43M
Erste Group Bank AG0.52%$1.41M
ITOCHU Corp0.50%$1.38M
Mitsubishi Estate Co Ltd0.50%$1.36M
Relx PLC0.50%$1.35M
Fast Retailing Co Ltd0.48%$1.31M
Nintendo Co Ltd0.47%$1.29M
UniCredit SpA0.47%$1.28M
DBS Group Holdings Ltd0.47%$1.28M
ANZ Group Holdings Ltd0.47%$1.27M
HSBC Holdings PLC0.46%$1.25M
BHP Group Ltd0.46%$1.25M
Sumitomo Corp0.45%$1.23M
Kingspan Group PLC0.45%$1.22M
Intesa Sanpaolo SpA0.45%$1.22M
Novo Nordisk A/S0.44%$1.21M
Spotify Technology SA0.44%$1.20M
Enel SpA0.44%$1.20M
Rio Tinto Ltd0.44%$1.20M
Axa SA0.44%$1.20M
Vestas Wind Systems A/S0.44%$1.19M
UBS Group AG0.43%$1.19M
Shell PLC0.43%$1.18M
Tokyo Electron Ltd0.43%$1.17M
Tokio Marine Holdings Inc0.42%$1.15M
Teva Pharmaceutical Industries Ltd0.41%$1.13M
Ucb SA0.41%$1.12M
Engie SA0.41%$1.12M
Sandvik AB0.41%$1.11M
Compass Group PLC0.40%$1.10M
Sanofi SA0.40%$1.08M
Lonza Group AG0.39%$1.07M
Diageo PLC0.39%$1.07M
Keyence Corp0.39%$1.06M
Antofagasta PLC0.39%$1.06M
Barclays PLC0.39%$1.05M
L'Oreal SA0.38%$1.04M
SoftBank Group Corp0.38%$1.03M
Societe Generale SA0.38%$1.02M
Prysmian SpA0.37%$1.02M
FinecoBank Banca Fineco SpA0.37%$1.02M
Techtronic Industries Co Ltd0.37%$1.00M
Heineken NV0.36%$990.31K
Reckitt Benckiser Group PLC0.36%$974.51K
Siemens Healthineers AG0.35%$960.16K
Glencore PLC0.35%$956.68K
Alcon AG0.35%$955.99K
Shin-Etsu Chemical Co Ltd0.35%$956.16K
Beiersdorf AG0.35%$950.46K
Chugai Pharmaceutical Co Ltd0.35%$946.11K
Vinci SA0.34%$934.70K
Bunzl PLC0.34%$926.72K
Standard Chartered PLC0.33%$911.75K
Samsung Electronics Co Ltd0.33%$909.65K
Japan Exchange Group Inc0.33%$897.52K
Bayerische Motoren Werke AG0.33%$894.56K
Rheinmetall AG0.32%$873.88K
Singapore Telecommunications Ltd0.32%$871.01K
Commonwealth Bank of Australia0.32%$865.31K
Siemens Energy AG0.31%$857.44K
Chocoladefabriken Lindt & Spruengli AG0.31%$856.53K
Sampo Oyj0.31%$845.04K
Holcim AG0.31%$843.19K
ASM International NV0.30%$829.52K
ING Groep NV0.30%$825.92K
Daikin Industries Ltd0.30%$824.95K
SMC Corp0.30%$821.39K
Takeda Pharmaceutical Co Ltd0.30%$818.98K
Asics Corp0.29%$792.42K
Toronto-Dominion Bank/The0.29%$792.35K
Koninklijke Philips NV0.28%$770.83K
Bankinter SA0.28%$765.62K
Kingfisher PLC0.28%$756.05K
BOC Hong Kong Holdings Ltd0.27%$743.86K
Jeronimo Martins SGPS SA0.27%$742.03K
Tesco PLC0.27%$737.04K
Julius Baer Group Ltd0.27%$732.98K
Sea Ltd0.27%$732.70K
EssilorLuxottica SA0.27%$725.90K
Macquarie Group Ltd0.26%$720.47K
Svenska Handelsbanken AB0.26%$716.27K
BT Group PLC0.26%$716.04K
Heidelberg Materials AG0.25%$692.02K
Sumitomo Mitsui Trust Group Inc0.25%$690.56K
Philip Morris International Inc0.25%$670.45K
AerCap Holdings NV0.24%$656.41K
Panasonic Holdings Corp0.24%$650.88K
Argenx SE0.24%$647.00K
FUJIFILM Holdings Corp0.23%$640.49K
Mitsui Fudosan Co Ltd0.23%$630.84K
Nutrien Ltd0.23%$625.49K
Canadian Natural Resources Ltd0.23%$624.40K
Definity Financial Corp0.23%$614.88K
Element Fleet Management Corp0.23%$614.29K
Telefonaktiebolaget LM Ericsson0.22%$612.36K
Next PLC0.22%$607.77K
Seven & i Holdings Co Ltd0.22%$607.02K
Generali0.22%$603.56K
Deutsche Telekom AG0.22%$602.45K
3i Group PLC0.22%$602.06K
Fujikura Ltd0.22%$587.71K
Telstra Group Ltd0.21%$571.32K
Scentre Group0.21%$568.92K
British American Tobacco PLC0.21%$565.44K
Ryanair Holdings PLC0.20%$555.92K
Bp PLC0.20%$551.07K
Equinor ASA0.20%$548.17K
Sumitomo Mitsui Financial Group Inc0.20%$537.31K
Resona Holdings Inc0.20%$536.32K
ORIX Corp0.20%$536.28K
Admiral Group PLC0.19%$521.56K
Sage Group PLC/The0.19%$520.92K
Suzuki Motor Corp0.19%$517.58K
Ajinomoto Co Inc0.19%$515.91K
Terumo Corp0.19%$515.50K
Renesas Electronics Corp0.19%$506.96K
Brookfield Corp0.18%$504.54K
Norsk Hydro ASA0.18%$504.09K
ARM Holdings PLC0.18%$501.19K
Kering SA0.18%$495.61K
Mitsubishi Corp0.18%$494.51K
Straumann Holding AG0.18%$491.88K
Broadcom Inc0.18%$489.95K
Moncler SpA0.18%$482.98K
Isetan Mitsukoshi Holdings Ltd0.17%$473.32K
Rio Tinto PLC0.17%$470.34K
Advantest Corp0.17%$460.01K
Zurich Insurance Group AG0.17%$459.17K
Contemporary Amperex Technology Co Ltd0.17%$451.32K
ABN AMRO Bank NV0.16%$440.82K
Mizuho Financial Group Inc0.16%$439.06K
Indra Sistemas SA0.16%$436.91K
Stora Enso Oyj0.16%$436.82K
BE Semiconductor Industries NV0.16%$435.48K
Shimano Inc0.16%$429.65K
BNP Paribas SA0.16%$425.53K
Mitsui & Co Ltd0.16%$423.50K
Whitbread PLC0.15%$421.51K
Komatsu Ltd0.15%$420.03K
Westpac Banking Corp0.15%$415.86K
Orsted AS0.15%$412.45K
Shimizu Corp0.15%$409.21K
Aker BP ASA0.15%$408.36K
National Australia Bank Ltd0.14%$392.20K
Suncorp Group Ltd0.14%$388.48K
Mitsubishi Heavy Industries Ltd0.14%$387.37K
Amadeus IT Group SA0.14%$383.76K
BAWAG Group AG0.14%$373.79K
KT Corp0.14%$371.22K
Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen0.13%$361.30K
National Bank of Canada0.13%$356.24K
Hon Hai Precision Industry Co Ltd0.13%$348.97K
HDFC Bank Ltd0.13%$347.20K
Fortum Oyj0.13%$341.58K
Tencent Music Entertainment Group0.12%$329.47K
Mandatum Oyj0.12%$327.81K
Magnum Ice Cream Co NV/The0.12%$323.92K
Autoliv Inc0.12%$316.81K
KION Group AG0.12%$315.15K
BHP Group Ltd0.11%$311.47K
Anheuser-Busch InBev SA/NV0.11%$305.80K
Investor AB0.11%$303.37K
Segro PLC0.11%$301.84K
Mitsubishi Chemical Group Corp0.11%$297.08K
Bank Central Asia Tbk PT0.10%$275.81K
Hong Kong Exchanges & Clearing Ltd0.10%$273.70K
Hermes International SCA0.10%$267.39K
Prosus NV0.10%$264.36K
Pandora A/S0.10%$264.08K
NatWest Group PLC0.10%$261.66K
Oversea-Chinese Banking Corp Ltd0.10%$260.07K
Wesfarmers Ltd0.09%$256.20K
Eni SpA0.09%$255.31K
Deutsche Boerse AG0.09%$241.89K
Basf SE0.09%$241.71K
Nordea Bank Abp0.09%$236.91K
Alibaba Group Holding Ltd0.09%$235.19K
Deutsche Bank AG0.09%$233.48K
Tsuruha Holdings Inc0.09%$232.05K
Danone SA0.08%$230.26K
Volvo AB0.08%$229.48K
Marubeni Corp0.08%$227.98K
Tencent Holdings Ltd0.08%$227.27K
Melrose Industries PLC0.08%$224.09K
Grupo Mexico SAB de CV0.08%$223.23K
CVC Capital Partners PLC0.08%$222.62K
Swiss Re AG0.08%$220.93K
E.on SE0.08%$217.98K
Dsv A/s0.08%$214.54K
Bridgepoint Group PLC0.08%$213.56K
Anglo American PLC0.08%$213.10K
Deutsche Post AG0.08%$211.39K
CSL Ltd0.08%$210.62K
Atlas Copco AB0.08%$210.24K
Sonova Holding AG0.08%$209.22K
Japan Tobacco Inc0.08%$207.20K
CaixaBank SA0.08%$207.37K
SK Square Co Ltd0.07%$204.39K
Woodside Energy Group Ltd0.07%$200.85K
Argenx SE0.07%$200.37K
Bayer AG0.07%$197.16K
Mercedes-Benz Group AG0.07%$192.11K
Nokia Oyj0.07%$187.76K
Rwe AG0.07%$187.49K
Sse PLC0.07%$187.02K
MercadoLibre Inc0.07%$186.73K
Ferrari NV0.07%$186.74K
Koninklijke Ahold Delhaize NV0.07%$185.47K
Liberty Media Corp-Liberty Formula One0.07%$184.15K
Sumitomo Electric Industries Ltd0.07%$179.18K
SoftBank Corp0.06%$169.75K
Orange SA0.06%$168.18K
Murata Manufacturing Co Ltd0.06%$168.16K
Cie de Saint-Gobain SA0.06%$164.26K
Galderma Group AG0.06%$161.68K
Goodman Group0.06%$160.91K
Fujitsu Ltd0.06%$160.55K
Disco Corp0.06%$160.28K
Prudential PLC0.06%$159.13K
United Overseas Bank Ltd0.06%$158.19K
Assa Abloy AB0.06%$157.53K
Sompo Holdings Inc0.06%$156.29K
Ferrovial SE0.06%$150.45K
Bank Leumi Le-Israel BM0.05%$147.88K
Sandoz Group AG0.05%$147.07K
FANUC Corp0.05%$146.28K
NEC Corp0.05%$144.50K
Chocoladefabriken Lindt & Spruengli AG0.05%$142.22K
Danske Bank A/S0.05%$141.81K
Experian PLC0.05%$141.22K
Dai-ichi Life Holdings Inc0.05%$140.73K
Repsol SA0.05%$140.68K
Daiichi Sankyo Co Ltd0.05%$139.28K
Givaudan SA0.05%$138.67K
Imperial Brands PLC0.05%$136.18K
Astellas Pharma Inc0.05%$135.51K
Woolworths Group Ltd0.05%$135.69K
Honda Motor Co Ltd0.05%$134.37K
Otsuka Holdings Co Ltd0.05%$134.11K
State Street Institutional US Government Money Market Fund0.05%$134.08K
Swiss Life Holding AG0.05%$133.72K
Transurban Group0.05%$132.50K
NTT Inc0.05%$132.34K
Persimmon PLC0.05%$131.23K
Bank Hapoalim BM0.05%$131.17K
Japan Post Bank Co Ltd0.05%$129.97K
Vodafone Group PLC0.05%$128.20K
KBC Group NV0.05%$125.91K
Skandinaviska Enskilda Banken AB0.05%$125.50K
Toyota Tsusho Corp0.05%$125.22K
Swedbank AB0.05%$124.91K
HDFC Bank Ltd0.05%$124.12K
Thales SA0.04%$121.85K
Leonardo SpA0.04%$121.31K
Sunbelt Rentals Holdings Inc0.04%$120.76K
adidas AG0.04%$118.98K
Commerzbank AG0.04%$116.43K
Aeon Co Ltd0.04%$115.77K
Adyen NV0.04%$114.07K
TDK Corp0.04%$114.10K
Sika AG0.04%$112.26K
Inpex Corp0.04%$111.50K
Sun Hung Kai Properties Ltd0.04%$110.17K
Ryanair Holdings PLC0.04%$108.93K
Aviva PLC0.04%$108.80K
Partners Group Holding AG0.04%$108.51K
Canon Inc0.04%$108.61K
ENEOS Holdings Inc0.04%$107.98K
Nomura Holdings Inc0.04%$106.78K
Veolia Environnement SA0.04%$106.31K
Atlas Copco AB0.04%$106.29K
Fortescue Ltd0.04%$106.26K
Bridgestone Corp0.04%$105.86K
AIB Group PLC0.04%$103.94K
Geberit AG0.04%$103.53K
Elbit Systems Ltd0.04%$103.04K
Kioxia Holdings Corp0.04%$101.70K
Cie Generale des Etablissements Michelin SCA0.04%$101.68K
STMicroelectronics NV0.04%$101.17K
ACS Actividades de Construccion y Servicios SA0.04%$99.98K
QBE Insurance Group Ltd0.04%$100.07K
Aena SME SA0.04%$99.39K
Nebius Group NV0.04%$99.09K
ArcelorMittal SA0.04%$99.15K
Kone Oyj0.04%$98.82K
Denso Corp0.04%$98.09K
Daimler Truck Holding AG0.04%$96.87K
Universal Music Group NV0.04%$96.78K
Swisscom AG0.04%$96.00K
East Japan Railway Co0.04%$95.85K
Fresenius SE & Co KGaA0.03%$95.33K
Brambles Ltd0.03%$94.58K
Saab AB0.03%$94.33K
Japan Post Holdings Co Ltd0.03%$94.08K
IHI Corp0.03%$94.01K
Coles Group Ltd0.03%$93.09K
CK Hutchison Holdings Ltd0.03%$92.22K
Csg NV0.03%$92.13K
Koninklijke KPN NV0.03%$91.91K
Volkswagen AG0.03%$91.73K
Helvetia Baloise Holding AG0.03%$91.44K
Novonesis Novozymes B0.03%$91.36K
NN Group NV0.03%$90.74K
Central Japan Railway Co0.03%$90.63K
Northern Star Resources Ltd0.03%$90.61K
Hexagon AB0.03%$89.83K
Halma PLC0.03%$88.60K
Lasertec Corp0.03%$88.20K
Kyocera Corp0.03%$88.12K
Tower Semiconductor Ltd0.03%$86.62K
Credit Agricole SA0.03%$86.66K
BPER Banca SPA0.03%$86.14K
Wartsila OYJ Abp0.03%$85.59K
Coca-Cola Europacific Partners PLC0.03%$84.60K
Vonovia SE0.03%$84.30K
InterContinental Hotels Group PLC0.03%$84.16K
MTU Aero Engines AG0.03%$84.13K
Publicis Groupe SA0.03%$83.69K
Kongsberg Gruppen ASA0.03%$83.24K
Santos Ltd0.03%$82.52K
Legal & General Group PLC0.03%$82.52K
Daiwa House Industry Co Ltd0.03%$81.27K
Evolution Mining Ltd0.03%$81.35K
Banco de Sabadell SA0.03%$81.00K
Nippon Steel Corp0.03%$80.82K
Oriental Land Co Ltd/Japan0.03%$80.01K
Bank of Ireland Group PLC0.03%$79.68K
Hannover Rueck SE0.03%$79.54K
Aristocrat Leisure Ltd0.03%$79.18K
Sumitomo Realty & Development Co Ltd0.03%$78.72K
Kao Corp0.03%$78.15K
Capgemini SE0.03%$77.61K
Sgs SA0.03%$77.69K
Wolters Kluwer NV0.03%$76.90K
Banca Monte dei Paschi di Siena SpA0.03%$76.60K
Terna - Rete Elettrica Nazionale0.03%$73.76K
Shionogi & Co Ltd0.03%$73.42K
Edp SA0.03%$73.11K
UPM-Kymmene Oyj0.03%$72.91K
Kajima Corp0.03%$72.18K
Genmab A/S0.03%$72.24K
VAT Group AG0.03%$72.18K
Merck KGaA0.03%$72.28K
Telefonica SA0.03%$71.73K
Epiroc AB0.03%$71.74K
Cellnex Telecom SA0.03%$71.01K
Alfa Laval AB0.03%$70.50K
Banco BPM SpA0.03%$70.22K
Obayashi Corp0.03%$69.84K
Kubota Corp0.03%$69.43K
Essity AB0.03%$69.39K
Secom Co Ltd0.03%$69.12K
Pernod Ricard SA0.03%$68.37K
Rentokil Initial PLC0.03%$68.52K
Eqt Ab0.03%$68.27K
Kansai Electric Power Co Inc/The0.02%$67.53K
Asahi Group Holdings Ltd0.02%$66.24K
Snam SpA0.02%$66.41K
Mitsui OSK Lines Ltd0.02%$66.22K
Kawasaki Heavy Industries Ltd0.02%$66.41K
Nippon Yusen KK0.02%$66.06K
Tokyo Gas Co Ltd0.02%$66.10K
Boliden AB0.02%$66.09K
CLP Holdings Ltd0.02%$65.91K
Stellantis NV0.02%$65.79K
Osaka Gas Co Ltd0.02%$64.88K
Origin Energy Ltd0.02%$64.41K
Bandai Namco Holdings Inc0.02%$64.22K
Sumitomo Metal Mining Co Ltd0.02%$63.77K
Taisei Corp0.02%$62.66K
Dassault Systemes SE0.02%$62.55K
South32 Ltd0.02%$61.60K
Neste Oyj0.02%$61.10K
Unibail-Rodamco-Westfield0.02%$60.91K
Singapore Technologies Engineering Ltd0.02%$60.51K
Roche Holding AG0.02%$60.48K
Logitech International SA0.02%$60.49K
Nova Ltd0.02%$60.41K
Singapore Exchange Ltd0.02%$59.84K
Keppel Ltd0.02%$59.40K
Centrica PLC0.02%$59.06K
Daiwa Securities Group Inc0.02%$59.26K
Informa PLC0.02%$58.62K
Euronext NV0.02%$58.25K
Sekisui House Ltd0.02%$58.04K
Nitto Denko Corp0.02%$58.02K
Schindler Holding AG0.02%$57.96K
Swiss Prime Site AG0.02%$57.44K
Smith & Nephew PLC0.02%$57.47K
Kirin Holdings Co Ltd0.02%$57.28K
Asahi Kasei Corp0.02%$57.13K
Endesa SA0.02%$57.01K
Coca-Cola HBC AG0.02%$57.09K
Ebara Corp0.02%$56.36K
Fisher & Paykel Healthcare Corp Ltd0.02%$55.24K
United Utilities Group PLC0.02%$54.89K
Check Point Software Technologies Ltd0.02%$54.43K
Telia Co AB0.02%$54.55K
Phoenix Financial Ltd0.02%$53.92K
DSM-Firmenich AG0.02%$54.14K
Ibiden Co Ltd0.02%$53.95K
Lynas Rare Earths Ltd0.02%$53.67K
Henkel AG & Co KGaA0.02%$53.40K
Pan Pacific International Holdings Corp0.02%$53.37K
Link REIT0.02%$53.25K
Israel Discount Bank Ltd0.02%$52.73K
Kerry Group PLC0.02%$52.67K
Daifuku Co Ltd0.02%$52.41K
Symrise AG0.02%$52.16K
Endeavour Mining PLC0.02%$51.22K
CK Asset Holdings Ltd0.02%$51.41K
Carlsberg AS0.02%$50.91K
Metso Oyj0.02%$51.05K
Insurance Australia Group Ltd0.02%$50.65K
Telenor ASA0.02%$50.86K
T&D Holdings Inc0.02%$50.83K
Bouygues SA0.02%$50.65K
Severn Trent PLC0.02%$50.38K
Jardine Matheson Holdings Ltd0.02%$50.25K
Tele2 AB0.02%$50.18K
JX Advanced Metals Corp0.02%$49.99K
Kuehne + Nagel International AG0.02%$49.58K
CapitaLand Integrated Commercial Trust0.02%$49.59K
Konami Group Corp0.02%$49.77K
Poste Italiane SpA0.02%$49.34K
Chubu Electric Power Co Inc0.02%$49.25K
Carrefour SA0.02%$49.13K
WH Group Ltd0.02%$48.75K
Ryohin Keikaku Co Ltd0.02%$48.91K
Olympus Corp0.02%$48.55K
Computershare Ltd0.02%$48.33K
Hong Kong & China Gas Co Ltd0.02%$47.67K
Mowi ASA0.02%$47.56K
Eiffage SA0.02%$47.44K
Mizrahi Tefahot Bank Ltd0.02%$47.57K
Nomura Research Institute Ltd0.02%$47.10K
Tenaris SA0.02%$47.20K
Bureau Veritas SA0.02%$47.07K
AP Moller - Maersk A/S0.02%$47.09K
SCREEN Holdings Co Ltd0.02%$47.14K
Omv AG0.02%$46.91K
Power Assets Holdings Ltd0.02%$46.75K
SBI Holdings Inc0.02%$46.57K
ASR Nederland NV0.02%$46.16K
Galp Energia SGPS SA0.02%$46.22K
Nidec Corp.0.02%$45.31K
Toray Industries Inc0.02%$45.12K
Akzo Nobel NV0.02%$44.65K
Ageas SA/NV0.02%$44.60K
Alstom SA0.02%$44.65K
GEA Group AG0.02%$44.17K
Smiths Group PLC0.02%$43.98K
Washington H Soul Pattinson & Co Ltd0.02%$43.44K
Fresnillo PLC0.02%$43.24K
Yokohama Financial Group Inc0.02%$42.67K

C000021820 overview: performance, fees, allocation and SEC filings