|
Model Portfolios
Aggressive
Growth
Balanced Growth
Balanced
Balanced Income
Capital Preservation
Fixed Income
|
 |
| Aggressive
Growth |
| |
| Appropriate
for investors who have both a high tolerance for risk and a
long investment time horizon. The main objective of this
portfolio is to provide high growth for the investor's
assets without providing current income. This range may have
substantial fluctuations in its value from year to year,
making these portfolios unsuitable for those who do not have
an extended investment horizon.
|
| |
 |
| |
US
Large Stock
| 20%
large growth (2 funds) |
| 20%
large value (2 funds) |
|
40% |
| |
| |
| |
US
Small Stock
| 10%
small growth |
| 10%
small value |
| 5%
emerging growth |
|
25% |
| |
| |
|
US
Mid Stock
| 10%
mid blend (growth/value) |
|
10% |
| |
| |
International
Stock
| 8%
large growth |
| 9%
large value |
| 8%
emerging growth |
|
25% |
| |
| |
| |
| |
|
|
|
|
|
|
|
| These
sample portfolios are not intended to represent investment
advice that is appropriate for all investors. Each investor's
portfolio must be constructed based on the individual's
financial resources, investment goals, risk tolerance,
investing time horizon, tax situation and other relevant
factors. The categorization of sample portfolios as
"fixed income", "capital preservation",
"balanced income", "balanced", "balanced
growth", "growth", and
"aggressive growth" is relative. Foreign investing
has special risks, including currency exchange fluctuations, foreign
taxes and possible delays in settlement |
|
|
|
