| 1-4 |
4 age-based portfolios, ranging from 100% to 90% equity for newborns to 20% 0% equity for college student;
|
-6.5% to 6.2% (for ML age tailored only)
|
| 5 |
100% equity (Merrill Lynch fund)
|
-7%
|
| 6 |
100% Fixed Income (ML fund)
|
5.3%
|
| 7 |
75% equity/5% cash/20% bond (ML fund)
|
-4.3%
|
| 8 |
Aggressive all equity (90% US, 10% global, small-cap & growth tilt) (AIM fund)
|
N/A
|
| 9 |
Equity growth (90% US stocks; 10% foreign stocks, large-cap tilt with value/growth balance) (AIM fund)
|
N/A
|
| 10 |
Growth & income (75% equity, 25% bonds) (AIM fund)
|
N/A
|
| 11 |
All equity (80% US, 20% foreign stocks) (MFS fund)
|
N/A
|
| 12 |
100% fixed income (MFS fund)
|
N/A
|
| 13 |
All equity growth fund (70% US, 30% foreign) (Franklin Templeton fund)
|
N/A
|
| 14 |
Growth & income fund (75% equity, 5% cash, 20% fixed income) (Franklin Templeton fund)
|
N/A
|
| 14 |
Balanced fund (50% equity, 10% cash, 40% fixed income) (Franklin Templeton fund)
|
N/A
|
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