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Step 5 of 6:
Investment Recommendations |
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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. |
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Planning Center: Assemble a portfolio your way, using our suggested asset mix as a guide. |
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| Recommended Asset Mix |
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Asset Mix Overview |
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Asset Class |
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Allocation |
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Stock |
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35% |
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Bond |
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45% |
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Cash |
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20% |
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Stock Investment Style |
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Style |
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Allocation |
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Large Value |
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28% |
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Large Growth |
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48% |
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Small Value |
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9% |
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Small Growth |
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8% |
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International |
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7% |
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Other |
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0% |
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Key Stock Sectors |
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Sector |
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Allocation |
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Technology |
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21% |
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Health |
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12% |
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Industries |
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9% |
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Financials |
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18% |
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Energy |
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4% |
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Other |
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36% |
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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. |
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Inside the Retirement Planner: Find out how we arrived at your recommended investment mix. |
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Investment Preferences: Suggest changes you'd like to make to your portfolio. |
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Printable Recommendations: Receive your recommendations in a printable format. |
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Planning Center: Assemble a portfolio your way, using our suggested asset mix as a guide. |
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