| Allocation | < Back |
|
Type the percentage of your total 401(k) contribution you want to allocate to
each investment option, then click Update. Type 0 to exclude an
investment. The information that follows shows how the allocation might
effect your portfolio. You can learn more about what asset allocation is, and how it impacts your investment strategy. | |
Stocks, Bonds and Cash distribution
Stocks tend to perform well over the long term, but are more volatile in the
short term. Many investors tend to decrease the amount of stock investments they
have as they get closer to needing their money.
| Allocation |
| Type | Amount |
|---|
| Stocks | 84.27% |
| Bonds | 9.74% |
| Cash | 5.29% |
|
Return
Based only on stock market price (omitting distributions and taxes), the
allocation specified had the following return. The following demonstrates how $10,000
invested three years ago would have performed.
3-Year Return:
Value of $10,000 invested 3 years ago: $9,576
|
Risk
Managing risk at a level you are comfortable with is important in a portfolio.
Your investments fall into these risk categories, relative to the stock
market as a whole.
| Allocation |
| Risk Level | | Percent |
|---|
| Low | | NA |
| Medium | | 70.0% |
| High | | 30.0% |
| Unknown | | NA |
|
| Want More? |
|
 |
| |
Build Your Retirement Plan
|
| |
• |
Forecast how much you'll have at retirement (free!) |
| |
• |
Find the investing style that meets your goals |
| |
• |
Get personalized advice on which funds to buy and sell |
| Get Started Now |
| |
|
|
|
