Asset allocation by age chart
[DOC File]APPENDIX A TO §2520 - DOL
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Instructions: If a plan holds an interest in one or more of the direct filing entities (DFEs) noted above, i.e., MTIAs, CCTs, PSAs, or 103-12IEs, immediately following the asset allocation chart include the …
[DOCX File]GuideStone
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Jan 22, 2020 · The MyDestination Funds (“Funds”) attempt to achieve their objectives by investing in the GuideStone Select Funds and other investments. The Funds are managed to a retirement date …
[DOC File]APPENDIX B TO §2520 - DOL
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Instructions: If a plan holds an interest in one or more of the direct filing entities (DFEs) noted above, i.e., MTIAs, CCTs, PSAs, or 103-12IEs, immediately following the asset allocation chart include the …
[DOC File]Diversification Applications in Portfolio Management
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Step 1: Determining the Appropriate Asset Allocation . Ascertaining our individual financial situation and investment goals is the first task in constructing a portfolio. Important items to consider are age, how …
[DOCX File]Asset Allocation Study
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The charts below show how the asset allocation changed over time for a portfolio invested solely in US assets from 1926. The first chart shows the allocation when only the value criteria are applied, and the second chart shows the asset allocation …
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