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Step 5 of 6:
Investment Suggestions |
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Here are the investments your plan offers. Create an investment mix by choosing the options you want and specifying how much to contribute to each. |
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We stongly suggest that you divide any investments in Large and Mid/Small stocks evenly between Value and Growth options. Or you can invest in a Value/Growth option, if available. |
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We encourage you to review all the investment alternatives within each category, read the prosectuses, and /or consult with your financial planner before making your final selection. |
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Advice Center: Pick up where you left off with our original Investment Recommendations. |
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Caution: The actual percentage amounts of your implemented alternatives within each category of your implemented investment mix may differ slightly from your recommended mix due to calculation adjustments. |
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Your suggested asset mix applies only to investment options you are not restricted from selling. Any custom funds in your plan are also excluded from this investment mix. |
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| Suggested 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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Large Stock |
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23% |
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Mid/Small Stock |
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7% |
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International Stock |
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5% |
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Bond |
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45% |
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Cash |
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20% |
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Enter a percentage for each option you want to
invest in; make sure your selections total 100%. Leave other options set
to 0%. All investments suggested or selected below apply only to the 401(k)
Plan. Click on an investment name to see its Morningstar Quicktake
report. |
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> |
Printable Investment Options: Print a list of all investment options available in your plan. |
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Advice
Center: Pick
up where you left off with our original Investment Recommendations. |
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How We'll UseThis
Investment Mix |
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Here are the investments your plan offers. Create an investment mix by choosing the options you want and specifying how much to contribute to each. |
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