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Test Results Summary Plan #3 Test Results

Plan #3 Portfolio Allocations

 Plan #3 Available Funds

Plan #3
401k Plan
Portfolio Allocations
 

Buy & Hold Portfolio Allocations

--------------- Individual Investor Profile Portfolios ---------------

Aggressive

Growth

Moderate

Conservative
TR Price Spectrum Income RPSIX

0%

15%

30%

45%
Schwab Short Term Bond SWBDX

5%

5%

10%

15%
Fidelity OTC FOCPX

20%

17%

15%

10%
TR Price Equity Income PRFDX

20%

18%

15%

10%
TR Price New Horizons PRNHX

19%

16%

10%

7%
Fidelity Low Priced Stocks FLPSX

21%

16%

12%

8%
NO Real Estate

0%

0%

0%

0%
Fidelity Diversified Intl FDIVX

15%

13%

8%

5%

Risk Adjusted Portfolio Allocations

-------------- Market Condition Portfolios --------------

Healthy

  

Moderate

Weak
TR Price Spectrum Income RPSIX

0%

25%

50%
Fidelity OTC FOCPX

49%

7%

4%
TR Price Equity Income PRFDX

21%

15%

11%
TR Price New Horizons PRNHX

21%

16%

10%
Fidelity Low Priced Stocks FLPSX

9%

37%

25%


Comments:
These portfolios are constructed with some of the better performing funds from among the 84 funds available in this 401k plan.
 
Test Results Summary Plan #3 Test Results

Plan #3 Portfolio Allocations

 Plan #3 Available Funds

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