Transcription of SmartMix Funds - docs.retirementpartner.com
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SmartMix Funds - docs.retirementpartner.com
SmartMix FundsQuarterly fund ReportAs of September 30, 2018 Returns over timeYTDC onservative fund Blend Blend fund Blend *Annualized Moderate fund Aggressive FundInvestment Grade Bonds62%Large Cap Stocks35%Large Cap Stocks42%Large Cap Stocks13%Investment Grade Bonds27%International Stocks14%Real Estate6%International Stocks11%Mid/Small Cap Stocks11%High-Yield Bonds5%Mid/Small Cap Stocks7%Real Estate10%International Stocks4%Real Estate7%Investment Grade Bonds8%Cash4%Emerging Market Stocks5%Emerging Market Stocks7%Emerging Market Bonds3%High-Yield Bonds3%High-Yield Bonds5%Mid/Small Cap
SmartMix Funds Quarterly Fund Report As of March 31, 2018 Returns over time YTD Conservative Fund -0.7% Custom Blend Conservative 1-0.8% Moderate Fund -0.7%
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