Small Account Model - Moderate

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CASH

45%

EQUITIES

45%

FIXED INCOME

10%

CURRENT YIELD

0.90%

Small Account Model - Aggressive

CASH

2%

EQUITIES

80%

FIXED INCOME

18%

CURRENT YIELD

1.48%

Growth Funds

CASH

9%

EQUITIES

79%

FIXED INCOME

12%

CURRENT YIELD

1.37%

6040 Funds

CASH

18%

EQUITIES

55%

FIXED INCOME

27%

CURRENT YIELD

1.99%

4060 Funds

CASH

26%

EQUITIES

40%

FIXED INCOME

34%

CURRENT YIELD

2.20%

Income Funds

CASH

32%

EQUITIES

8%

FIXED INCOME

60%

CURRENT YIELD

2.70%

 

Equity Income

CASH

8.5%

EQUITIES

91.5%

FIXED INCOME

0%

CURRENT YIELD

2.65%

6040 Equity Income

CASH

16.10%

EQUITIES

57.9%

FIXED INCOME

26%

CURRENT YIELD

2.88%

4060 Equity Income

CASH

25.6%

EQUITIES

35.52%

FIXED INCOME

40.68%

CURRENT YIELD

2.81%