Investment Strategy Network, an investment tool designed to assist in the decision-making process for investors
Update USA Asset Allocation
Large Cap stock allocations represent the majority of the stock allocation starting at 7.7% climbing to 68.9%, representing a 0.2 point increase from the last report. There is a similar allocation in both Mid and Small Cap areas that range from 0.6% at the Stable level for Mid Cap and 5.3% at the Opportunity level which is a 0.1% decrease. Small Cap experiences the same rate of growth starting at 0.3% climbing to 3.0% when it reaches Opportunity levels a reduction of 0.1 points from the last report.