Profile Objectives

Profile Objectives

Profile Objectives


Profile
 

% Range
Long-Term Return Objective*
 

 
1. Capital Preservation 
          & Income 
  
 
      Domestic Equity
      Fixed Income
      International Equity
      Real Estate & Hard Assets
      Cash 
 



  0% - 60%
40% - 80%
  0% - 50%
  0% - 30%
  2% -14%

6-8%  
2. Balanced
 
      Domestic Equity
      Fixed Income
      International Equity
      Real Estate & Hard Assets
      Cash                                                   
 


10% - 70%
20% - 80%
10% - 70%
  0% - 30%
   2% - 14% 

7-9%  
3. Global
 
      Domestic Equity
      Fixed Income
      International Equity
      Real Estate & Hard Assets
      Cash 
 


 15% - 80%
  0% - 10%
 15% - 80%
   0% - 20%
  2% - 12%

8-10%  

* There can be no assurance that these objectives will be met.

 

                

 

 

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