Asset Allocation

Model Portfolios

 
Conservative Model
This may be appropriate for investors who prefer current income over long-term capital appreciation, but are willing to accept some volatility associated with equity investments. The assets in this portfolio model are allocated primarily to fixed-income securities.


Moderate Model
This may be appropriate for investors whose primary objective is growth, with secondary needs for current income. The assets in this portfolio model are balanced among equities and fixed-income securities.


Aggressive Model
This may be appropriate for investors whose primary objective is capital appreciation and who are willing to accept a higher level of risk. Assets in this portfolio model are invested primarily in equity investments.
 

There is no guarantee that these asset allocation models, or any other asset allocation models, will successfully achieve their stated objectives.
Past performance does not guarantee future results.
Source: Ibbotson Associates, Inc. © 2006. All rights Reserved. Used with Permission. Ibbotson Associates, Inc. is a firm that specializes in asset allocation.
 
     
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