Pearson
Pearson
40/60
40% Equity
U.S. Large-Cap Blend
10% BlackRock Total U.S. Equity Index
U.S. Small-Cap Growth
5% TimeSquare Small-Cap Growth
U.S. Small-Cap Value
5% Artisan Small-Cap Value
International Large-Cap Growth
20% MFS INstitutional Int'l Equity
60% Fixed Income
Intermediate Bond
42% PIMCO Total Return
Short-Term Bond
18% JP Morgan Stable Value
60/40
60% Equity
U.S. Large-Cap Blend
15% BlackRock Total U.S. Equity Index
U.S. Small-Cap Growth
7% TimeSquare Small-Cap Growth
U.S. Small-Cap Value
8% Artisan Small-Cap Value
International Large-Cap Growth
30% MFS INstitutional Int'l Equity
40% Fixed Income
Intermediate Bond
28% PIMCO Total Return
Short-Term Bond
12% JP Morgan Stable Value
80/20
80% Equity
U.S. Large-Cap Blend
20% BlackRock Total U.S. Equity Index
U.S. Small-Cap Growth
10% TimeSquare Small-Cap Growth
U.S. Small-Cap Value
10% Artisan Small-Cap Value
International Large-Cap Growth
40% MFS INstitutional Int'l Equity
20% Fixed Income
Intermediate Bond
14% PIMCO Total Return
Short-Term Bond
6% JP Morgan Stable Value
The following asset classes are missing from this portfolio:
Int'l Large-Cap Value
Int'l Small-Cap Growth
Int'l Small-Cap Value
Emerging Markets
U.S. REITS
International REITS
TIPS (inflation-protected)
You should try to invest in as many of these asset classes as possible through IRA or individual taxable accounts to arrive at a portfolio that comes close to the chart below: