Aggressive Stock Strategy

Suitable for: The boldest investors — those who pursue higher levels of potential investment growth and are willing to accept a greater degree of volatility. Individuals who may find this approach appealing include:
  • Experienced investors with a long-term outlook
  • Investors who are comfortable staying invested during the stock market’s natural ups and downs
  • Investors who are not interested in an income-producing investment
Portfolio Goal: Seeks to achieve appreciation of capital. A portfolio based on this strategy will keep or hold a significant portion of its assets in funds focused on small-, mid- and large-sized companies, as well as international equities.**

Portfolio Components
Asset Class Ranges*
  • Large-Cap Stocks 25% to 60%
  • Mid-Cap Stocks 5% to 40%
  • Small-Cap Stocks 5% to 40%
  • International Stocks** 5% to 40%
Sample Asset Mix††
100% Stocks
 Large-Cap Stocks
 Mid-Cap Stocks
 Small-Cap Stocks
 International Stocks**
 
     
*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.