|
Model Portfolios
Aggressive
Growth
Balanced
Growth
Balanced
Balanced
Income
Capital
Preservation
Fixed
Income
|
 |
| Growth |
| |
Designed
for investors with a high tolerance for risk and a longer time
horizon. This investor has little need for current income and
seeks above-average growth from his/her investable assets. The
main objective of this range is capital appreciation, and
these investors should be able to tolerate moderate
fluctuations in their portfolio values.
|
| |
 |
| |
US
Large Stock
| 18%
large growth (2 funds) |
| 18%
large value (2 funds) |
|
36% |
| |
| |
|
US
Small Stock
| 9%
small growth |
| 9%
small value |
| 5%
emerging growth |
|
23% |
|
|
|
|
US
Mid Stock
| 9%
mid blend (growth/value) |
|
9% |
|
| |
International
Stock
| 7%
large growth |
| 8%
large value |
| 7%
emerging growth |
|
22% |
|
|
|
| |
Bond
| 3%
limited term govt. (1-3yr duration) |
| 2%
govt. bonds |
| 2%
all bond (diversified high grade) |
| 2%
corporate (high grade) |
| 1%
corporate (high yield) |
|
10% |
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
