| 1 | 2 | 3 | 4 | 5 | |
|---|---|---|---|---|---|
| Cash | 11 | 8 | 5 | 7 | 6 |
| Bonds | 70 | 53 | 35 | 15 | 0 |
| Large Value | 3.5 | 6.5 | 10 | 13.5 | 16 |
| Large Blend | 3.5 | 7 | 10 | 13.5 | 16 |
| Large Growth | 3.5 | 6.5 | 10 | 13.5 | 16 |
| Small/Mid Value | 2 | 4 | 6 | 8 | 9.5 |
| Small/Mid Blend | 2 | 4 | 6 | 7.5 | 9.0 |
| Small/Mid Growth | 2 | 4 | 6 | 8 | 9.5 |
| Aggressive | 4 | 8 | 12 | 16 | 19 |
| International | 9 | 12 | 15 | 18 | 21 |
| Totals |
The Values above display how much you need to add(+) or subtract(-) from each category to fufill the model.
Additionally you can hover above each bar to see the current value in that category.
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Equity style weights are equally distributed across growth, core, and value. Cap weights are based on the underlying holdings of the benchmark indexes
Bond benchmark sector allocations are based on a look-through analysis of the major sector compenents of the Bloomberg US Aggregate Bond Index
"Misc" includes securities that do not have a definite asset class such as structured products, Balanced funds, Tactical, unclassified, etc.