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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.    
401(k) Account     Fund Name   Allocation   Quicktake  
    TUV Total Return   36%      
    QRS High Yield Fund   16%      
    ABC Capital Appreciation   15%      
    Value Adv. Money Market   13%      
    HIJ Social Equity   11%      
    KLM Mid Cap Growth   3%      
    Select Fund   3%      
    NOP International Growth   3%      
Recommended Asset Mix Asset Mix Overview Asset Class Allocation
        Stock   35%  
        Bond   45%  
        Cash   20%  
                 
  Stock Investment Style Style Allocation
        Large Value   26%  
        Large Growth   44%  
        Small Value   7%  
        Small Growth   10%  
        International   13%  
        Other   0%  
  Key Stock Sectors Sector Allocation
        Technology   23%  
        Health   13%  
        Industries   8%  
        Financials   19%  
        Energy   3%  
        Other   34%  
          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 Preferences: Suggest changes you'd like to make to your portfolio.    
          > Printable Recommendations: Receive 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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