Constance Portfolio Allocation - Missing name
| TICKER SYMBOL | FUND NAME | CONSTANCE ASSET CLASS | % ALLOCATION | REMOVE FUNDS |
|---|---|---|---|---|
| No records to display | ||||
Select Mutual Funds/ETFs
Total Allocation:
0%
PORTFOLIO SNAPSHOT
| Asset Allocation Tier | TBD |
| Total Allocation % | 0.0% |
| Fixed Income | 0.0% |
| Total Equity | 0.0% |
| • Core Equity | 0.0% |
| • Small/Mid Cap | 0.0% |
| • International | 0.0% |
| • Alternative | 0.0% |
* Total Allocation must equal 100%
Maximum Allocations
| Tier A | Tier B | Tier C | |
|---|---|---|---|
| Total Equity | 45 % | 60 % | 75 % |
| Core Equity | 45 % | 60 % | 75 % |
| Small/Mid Cap | 5 % | 10 % | 15 % |
| International | 15 % | 20 % | 25 % |
| Alternative | 0 % | 5 % | 10 % |