Profile Objectives
Profile
1. Capital Preservation & Income
- Domestic Equity
- Fixed Income
- International Equity
- Real Estate & Hard Assets
- Cash
2. Balanced
- Domestic Equity
- Fixed Income
- International Equity
- Real Estate & Hard Assets
- Cash
3. Global
- Domestic Equity
- Fixed Income
- International Equity
- Real Estate & Hard Assets
- Cash
% Range
10% - 60%
40% - 80%
0% - 50%
0% - 30%
2% -14%
10% - 70%
20% - 80%
10% - 70%
0% - 30%
2% - 14%
15% - 80%
0% - 10%
15% - 80%
0% - 20%
2% - 12%
Long-Term Return Objective*
6-8%
7-9%
8-10%
* There can be no assurance that these objectives will be met.
