Specializing in retirement planning and personalized investment management.

Model Allocations for: Rovisys

We have built four asset allocations with the investment options available in your plan*. Feel free to use the allocations as given, or modify them to your preference.  For instance, in order to do a 60% stock allocation, you would split the difference between the 70 and 50 allocations.

 
  Investment  Asset Class 90% Stocks 70% Stocks 50% Stocks 30% Stocks
Stocks  BlackRock S&P 500 US Large Blend 26% 21% 16% 11%
  American Funds Washington Mutual US Large Value 22% 17% 12% 7%
  Fidelity Advisor Small Cap US Small Blend 9% 7% 5% 3%
  PNC Multi Factor Small Cap Value US Small Value 9% 7% 5% 3%
  American Funds EuroPacific Growth International Large Growth 17% 13% 9% 5%
  American Funds New World Emerging Markets 7% 5%  3% 1%
    Total Stocks: 90% 70% 50% 30%
Bonds PIMCO Total Return Investment Grade Bonds 6% 17% 28% 39%
  Federated Total Return Government Bond Investment Grade Bonds 4% 11%  18% 25%
  Fidelity Advisor Strategic Income High Yield Bonds
2% 4% 6%
    Total Bonds: 10% 30% 50% 70%

*Investment options as of: Fall of 2016

If your investment options have changed since this date, please email us a list of your new options. We will contact you when we've reviewed them and made any necessary changes to our allocations.

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