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 % |