Strategic Balanced Strategy

Suitable for: Investors whose preferences for capital appreciation and investment income are about equal, and want to complement an existing portfolio comprised of domestic large-cap securities. They may include:
  • Investors who have existing domestic large-cap securities in another vehicle or account
  • Investors preparing for retirement who anticipate working for several more years
  • Investors who are committed to making stocks a primary force in their diversified portfolio
  • Investors who may have short-term needs for a portion of their investment
Portfolio Goal: Seeks to achieve total investment return from income and capital appreciation.

Portfolio Components
Asset Class Ranges*
  • Mid-Cap Stocks 10% to 30%
  • Small-Cap Stocks 5% to 20%
  • International Stocks** 10% to 25%
  • Bonds† 40% to 60%
Sample Asset Mix††
Mid-Cap Stocks 20%
Small-Cap Stocks 12%
International Stocks 18%
Bonds 50%
 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.