Target Portfolio
| Portfolio | Description | Allocation |
|---|---|---|
| Row 1 Portfolio Short Term | Description For investors who want current income and a high degree of stability. Given a short time horizon, it is prudent to invest in asset classes that experience relatively minor price fluctuations such as short-term fixed income funds and money market funds. |
Allocation
40% Bonds
60% Cash
|
| Row 2 Portfolio Conservative | Description For investors who want current income and stability and aren't concerned about increasing the value of their investments |
Allocation
20%Stocks
50%Bonds
30%Cash
|
| Row 3 Portfolio Moderate Conservative | Description For investors who want current income and stability with some modest potential for increase in the value of their investment |
Allocation
40%Stocks
50%Bonds
10%Cash
|
| Row 4 Portfolio Moderate | Description For longer-term investors who do not need current income and want some growth potential. Likely to entail some fluctuations in value but presents less risk than the overall stock market |
Allocation
60%Stocks
35%Bonds
5%Cash
|
| Row 5 Portfolio Moderate Aggressive | Description For long-term investors who want good growth potential and do not need current income. Entails a fair amount of risk but not as much as a portfolio invested exclusively in stocks. |
Allocation
80%Stocks
15%Bonds
5%Cash
|
| Row 6 Portfolio Aggressive | Description For long-term investors who want high growth potential and do not need current income. May entail substantial year-to-year volatility in value in exchange for potentially high long-term returns. |
Allocation
95%Stocks
0%Bonds
5%Cash
|