Diversified Stock Strategy

Suitable for: Investors interested in pursuing a high rate of investment growth over the long term, and who are comfortable with the risks of stock investing. This group may include many younger to middle-aged investors, as well as:
  • Investors with many years to prepare for retirement
  • Investors who may have long-range primary financial goals
  • Investors who do not need to earn current income from their investments
Portfolio Goal: Seeks to achieve investment return primarily from capital appreciation and secondarily from income.

Portfolio Components
Asset Class Ranges*
  • Large-Cap Stocks 45% to 70%
  • Mid-Cap Stocks 5% to 25%
  • Small-Cap Stocks 5% to 20%
  • International Stocks** 5% to 25%
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.