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%|
|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%|
*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.