Minimum target stock allocation 60%
Small, mid, and large cap stocks
Benchmark: 70% Russell 3000/30% BCGC
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The 60+ All Cap Balanced account has a minimum target stock allocation of 60%. This allocation changes as our risk indicators direct us to add or reduce equity exposure to the account. We actively manage the fixed income portion of the account with high quality iShares and Treasuries.
The account holds a mix of small, mid, and large cap stocks. We weight the stock exposure toward the most advantageous market capitilizations based on our research.
Sector analysis in an important part of our portfolio management process. Changes in sector weightings are made based on our analysis.
As of September 30, 2011
* Inception date for 60-Plus All-Cap Balanced composite is 12/31/97. **Benchmark is 70% Russell 3000, 30%
Barclays Capital Govt./Credit. Barclays Capital U.S. Government/Credit Bond Index. The index measures the
performance of U.S. Dollar denominated U.S. Treasuries, government-related and investment grade U.S. corporate
securities that have a remaining maturity of greater than one year. Market capitalization breakdown is defined
as Small-Cap (<$2 billion), Mid-Cap ($2 billion to $10 billion), and Large-Cap (>$10 billion). The holdings
shown do not constitute a recommendation or solicitation to buy or sell any particular security and you should
not assume that an investment in any of the securities was or will be profitable. The S&P 500 is an index that is
made up of 500 stocks of major companies selected by market size, industry, and liquidity. The index is market
value weighted, with every stock’s weight in proportion to its market value. The indexes performance is generally
thought to be representative of the U.S. stock market as a whole. The Russell 3000 is a stock index consisting
of the 3000 largest publicly listed U.S. companies, representing about 98% of the total capitalization of the
entire U.S. stock market. Please see full disclosure on back.
Past performance is not indicative of future results.
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