Strategic Weightings

Risk Profiles Most Conservative Conservative Moderate Balanced Growth w/Income Growth Aggressive-Growth Most-Aggressive
Equity 0% 20% 40% 48% 60% 78% 86% 96%
US Equity 0% 20% 40% 48% 60% 78% 86% 96%
Dividend Income+ 0% 18% 37% 44% 55% 72% 79% 88%
US Mid Cap 0% 1% 2% 2% 3% 4% 4% 5%
US Small Cap 0% 1% 1% 2% 2% 2% 3% 3%
Fixed Income 96% 76% 56% 48% 36% 18% 10% 0%
Individual Bonds 72% 57% 42% 36% 27% 14% 8% 0%
Corporates 54% 43% 32% 27% 20% 10% 6% 0%
Municipals 18% 14% 11% 9% 7% 4% 2% 0%
Bond Sectors 24% 19% 14% 12% 9% 4% 2% 0%
Cash 4% 4% 4% 4% 4% 4% 4% 4%

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