The asset allocation is designed to help you create a balanced portfolio of investments. Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash. The calculated asset allocation is a great place to start your analysis in building a balanced portfolio. Click on the 'View Report' button for a detailed look at your results.


Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Asset allocation does not guarantee a profit or protect against loss.  Asset class allocations are subject to change.  Your financial representative will provide you with a current asset classification, including specific mutual fund recommendations, and all applicable prospectuses.  Read these carefully for more complete information including costs and risks before you invest or send money.