Target Asset Allocation

High-Yield Investments asset class is now called Credit.

Assets > Equities > U.S. Equities

U.S. Equities

The Big Picture
These are U.S. stocks owned through investments in index funds.



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11.5%


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Assets > Equities > INTERNATIONAL Developed Market Equities

INTERNATIONAL Developed Market Equities

The Big Picture
These are stocks of companies in countries, outside of the United States, with developed economies. Those countries include the United Kingdom, Germany, Japan, Australia and others whose economies produce higher income levels and have established, regulated capital markets. There are approximately 26 countries classified as developed markets.



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Assets > Equities > International Emerging Market Equities

International Emerging Market Equities

The Big Picture
These are equities from emerging markets. Emerging market economies are less mature than developed economies. Their capital markets are less regulated, transparent and efficient. Brazil, Russia, India and China are examples of emerging market countries.



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Assets > Equities > GLOBAL EQUITIES

GLOBAL EQUITIES

The Big Picture
These are investments in publicly traded stocks all around the globe.



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1.5%


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