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.
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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.