Broker Check

Suggested Allocations - Balanced

What's Right For You?

Suggested Allocations Q3 2023

Fund categories and suggested allocations for the 3rd quarter.
Large Cap Blend10%
Large Cap Value15%
Large Cap Growth10%
Mid Cap Blend5%
Small Cap Blend5%
Developed International Markets15%

Total Return Bond Fund                                                                                                                                                                                                                                                                                     

40%
  Total:100%