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    Step 5 of 6:
Investment Recommendations
  Here is what you've been waiting for! We feel this is the highest-quality, best-diversified portfolio available through your plan. Take a few moments to learn how we picked these investments and what all the charts are about.    
        Planning Center: Assemble a portfolio your way, using our suggested asset mix as a guide.    
457(b) Account Fund Name Allocation Quicktake
TUV Total Return 35%
ABC Capital Appreciation 22%
  QRS High Yield 16%
Value Adv. Money Market 13%
DEF Asset Fund 8%
HIJ Social Equity 6%
 
Recommended Asset Mix Asset Mix Overview Asset Class Allocation
        Stock   35%  
        Bond   45%  
        Cash   20%  
                 
  Stock Investment Style Style Allocation
        Large Value   28%  
        Large Growth   48%  
        Small Value   9%  
        Small Growth   8%  
        International   7%  
        Other   0%  
  Key Stock Sectors Sector Allocation
        Technology   21%  
        Health   12%  
        Industries   9%  
        Financials   18%  
        Energy   4%  
        Other   36%  
          We believe this is the best portfolio for meeting your goals with the investment options available in your plan. Click "Next" to accept it and proceed. Or try one of the options below.    
          > Inside the Retirement Planner: Find out how we arrived at your recommended investment mix.    
          > Investment PreferencesSuggest changes you'd like to make to your portfolio.    
          > Printable RecommendationsReceive your recommendations in a printable format.    
          Planning Center: Assemble a portfolio your way, using our suggested asset mix as a guide.    
Need More Help? > How did you pick these investments?
> What do all these terms and charts mean?
> More questions?
           
               
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