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Asset Allocation

You can select from pre-loaded models or create your own  

Allocation 1 - Conservative

T Rowe Price Capital Appreciation Fund

Metropolitan West Intermediate Term Bond

Thornburg Limited Duration Bond Fund

Vanguard Wellsly

Vanguard Wellington

Allocation 2 - Moderate

T Rowe Price Capital Appreciation Fund

Metropolitan West Intermediate Term Bond

Thornburg Limited Duration Bond Fund

Vanguard Wellsly

Vanguard Wellington

Allocation 3 - Moderate Agressive

 

T Rowe Price Capital Appreciation Fund

Metropolitan West Intermediate Term Bond

Thornburg Limited Duration Bond Fund

Vanguard Wellsly

Vanguard Wellington

Asset Allocation 4 - Agressive

T Rowe Price Capital Appreciation Fund

Metropolitan West Intermediate Term Bond

Thornburg Limited Duration Bond Fund

Vanguard Wellsly

Vanguard Wellington

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