|
Capital Maintenance
Model Portfolio |
|
Portfolio Investment
Objective
This portfolio is invested to provide current
income with very low expected volatility. It is designed for a
short investment horizon or other special situation requiring
relatively low risk. |
Target Asset Allocation
| Fidelity Money
Market |
60% |
| PIMCO Low
Duration |
25% |
| PIMCO Total Return
Fund |
15% | |
Allocation Ranges
| Money Market |
50%-75% |
| Short Term Bonds |
20%-25% |
| Intermediate Bonds |
5%-25% | |
 |
|
Model Performance as of
December 31, 2009* |
|
|
3 Mo |
1 Yr |
3 Yr |
5 Yr |
|
Total Return |
0.53 |
5.36 |
4.35 |
3.92 |
|
+/- Universe Peer Group
Composite |
0.07 |
1.11 |
1.69 |
1.03 |
|
+/- Index
Composite |
0.39 |
3.38 |
0.81 |
0.38 |
*Performance is shown for current underlying mutual funds blended at the
current target asset allocation for the time periods shown and is
not the actual performance of the model portfolio.
Returns for one year and greater than one year are
annualized. Past
performance does not guarantee future results.
|
For a printable copy of this model and
its performance,
please download the PDF file below.
PDF documents require
Acrobat Reader or the Acrobat Reader plug-in from Adobe Systems. To
download PDF files to your computer, select "save to
disk" for PDF files in the helper
applications window of your browser's
preferences.
