|
Model Portfolios
Aggressive
Growth
Balanced Growth
Balanced
Balanced Income
Capital Preservation
Fixed Income
|
 |
| Capital Preservation |
| |
| This
portfolio is designed for the conservative investor, one with a
low risk tolerance and/or a short time horizon. It is targeted
toward the investor seeking investment stability and liquidity
from his/her investable assets. While this portfolio is
designed to preserve the investor's capital and generate
income, fluctuations in value may occur.
|
| |
 |
| |
US
Large Stock
| 4%
large growth (2 funds) |
| 4%
large value (2 funds) |
|
8% |
|
|
|
US
Small Stock
| 2%
small growth |
| 2%
small value |
| 1%
emerging growth |
|
5% |
|
|
|
|
US
Mid Stock
| 2%
mid blend (growth/value) |
|
2% |
|
| |
International
Stock
| 2%
large growth |
| 2%
large value |
| 1%
emerging growth |
|
5% |
|
|
|
| |
Bond
| 24%
limited term govt. (1-3yr duration) |
| 16%
govt. bonds |
| 16%
all bond (diversified high grade) |
| 16%
corporate (high grade) |
| 8%
corporate (high yield) |
|
80% |
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
