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. These investors are also looking to complement an existing portfolio comprised of domestic large-cap securities. This group may include many younger to middle-aged investors, as well as:
- Investors who have existing domestic large-cap securities in another vehicle or account
- Investors with many years to prepare for retirement
- Investors whose primary financial goals are well into the future
- Investors who do not need to earn current income from their investments
Portfolio Goal: Seeks to achieve capital appreciation.
Portfolio Components
Asset Class Ranges*
- Mid-Cap Stocks 30% to 50%
- Small-Cap Stocks 10% to 35%
- International Stocks** 25% to 60%
Sample Asset Mix††
Mid-Cap Stocks 40%
Small-Cap Stocks 20%
International Stocks 40%
 Mid-Cap Stocks
 Small-Cap Stocks
 International Stocks**
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*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. |
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