Aggressive Balanced Strategy

Suitable for: Investors interested in pursuing investment growth, but who would prefer to modify some of the risks involved with more aggressive equity strategies. These include:
  • Investors with many years to prepare for retirement
  • Investors who are comfortable with the volatility involved in stock investing
  • Investors who do not have shorter-term financial goals that require large amounts of investment income
Portfolio Goal: Seeks to achieve total investment return from income and capital appreciation.

Portfolio Components
Asset Class Ranges*
  • Large-Cap Stocks 32% to 63%
  • Mid-Cap Stocks 4% to 22%
  • Small-Cap Stocks 4% to 18%
  • International Stocks** 4% to 22%
  • Bonds† 10% to 30%
Sample Asset Mix††
20% Bonds
80% Stocks
 Large-Cap Stocks
 Mid-Cap Stocks
 Small-Cap Stocks
 International Stocks**
 Bonds†
 
*Reflects a sample asset mix of portfolio investments pursuant to each investment approach. Actual asset allocations, as well as component investments within each investment approach, change from time to time.

+Bond funds can include short-, intermediate-term and mortgage-backed funds. Investments within each investment approach change from time to time.

**Foreign investing involves special risks due to factors such as increased volatility, currency fluctuation, and differences in auditing and other financial standards. Small-cap stocks are less liquid and more volatile than large-cap stocks.

++Representative mix for illustrative purposes.