|
Model Portfolios
Aggressive
Growth
Balanced Growth
Balanced
Balanced Income
Capital Preservation
Fixed Income
|
 |
| Balanced
Income |
| |
Appropriate
for the investor who seeks both modest capital appreciation
and income from his/her portfolio. This investor will have
either a moderate time horizon or a slightly higher risk
tolerance than the most conservative investor in the
conservative range. While this range is still designed to
preserve the investor's capital, fluctuations in value may
occur from year to year.
|
| |
 |
| |
US
Large Stock
| 8%
large growth (2 funds) |
| 8%
large value (2 funds) |
|
16% |
| |
| |
|
US
Small Stock
| 4%
small growth |
| 4%
small value |
| 2%
emerging growth |
|
10% |
| |
| |
| |
|
US
Mid Stock
| 4%
mid blend (growth/value) |
|
4% |
| |
| |
International
Stock
| 3%
large growth |
| 4%
large value |
| 3%
emerging growth |
|
10% |
| |
| |
| |
| |
Bond
| 18%
limited term govt. (1-3yr duration) |
| 12%
govt. bonds |
| 12%
all bond (diversified high grade) |
| 12%
corporate (high grade) |
| 6%
corporate (high yield) |
|
60% |
| |
| |
| |
| |
| |
|
|
|
|
|
| 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 |
|
|
|
