|
Model Portfolios
Aggressive
Growth
Balanced Growth
Balanced
Balanced Income
Capital Preservation
Fixed Income
|
 |
| Balanced
Growth |
| |
For
the investor who seeks relatively stable growth from
his/her investable assets offset by a low level of income. An
investor in this range will have a higher tolerance for risk
and/or a longer time horizon than either of the previous
investors. The main objective of this portfolio is to provide
steady growth while limiting fluctuations to less than those
of the overall stock market.
|
| |
 |
| |
US
Large Stock
| 14%
large growth (2 funds) |
| 14%
large value (2 funds) |
|
28% |
| |
| |
|
US
Small Stock
| 7%
small growth |
| 8%
small value |
| 4%
emerging growth |
|
19% |
| |
| |
| |
|
US
Mid Stock
| 8%
mid blend (growth/value) |
|
8% |
| |
| |
International
Stock
| 6%
large growth |
| 7%
large value |
| 7%
emerging growth |
|
20% |
| |
| |
| |
| |
Bond
| 7%
limited term govt. (1-3yr duration) |
| 5%
govt. bonds |
| 5%
all bond (diversified high grade) |
| 5%
corporate (high grade) |
| 3%
corporate (high yield) |
|
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 |
|
|
|
