Income Maximizer – Table

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Risk Profiles

Depending on a client’s investment objectives and attitudes toward risk, this strategy can be applied across a range of risk profiles to ensure the strategy helps a client reach his or her goals. Click to learn more about Risk management.

Strategic Weightings1

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% 14% 28% 34% 42% 55% 60% 67%
Dividend Income+3 0% 10% 20% 24% 29% 38% 42% 47%
US Mid Cap 0% 2% 4% 5% 6% 8% 9% 10%
US Small Cap 0% 2% 4% 5% 6% 8% 9% 10%
Bond 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% 3% 2% 0%
Bond Sectors 24% 19% 14% 12% 9% 5% 3% 0%
Cash 4% 4% 4% 4% 4% 4% 4% 4%

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