Current Portfolio Names |
Portfolio 1 |
Portfolio 2 |
Portfolio 3 |
N/A |
Portfolio 4 |
Portfolio 5 |
|
---|---|---|---|---|---|---|---|
Names after Change |
Portfolio 1 |
Portfolio 2 |
Portfolio 3 |
Portfolio 4 |
Portfolio 5 |
Portfolio 6 |
|
Strategic Asset Allocation Weight |
Equity |
15.00% |
30.75% |
42.25% |
54.25% |
65.25% |
77.00% |
Alternatives |
3.00% |
3.75% |
4.75% |
5.25% |
5.75% |
6.25% |
|
Fixed Income |
77.00% |
62.50% |
50.50% |
38.50% |
27.00% |
14.75% |
|
Cash |
5.00% |
3.00% |
2.50% |
2.00% |
2.00% |
2.00% |
|
Total |
100.00% |
100.00% |
100.00% |
100.00% |
100.00% |
100.00% |
|
IA Sector Benchmark |
0-35% |
20% - 60% |
20% - 60% |
40 - 85% |
40 - 85% |
40 - 85% |