Top Fund Managers
Latest Mutual Fund News
Financial Advisor Sponsor:Christine F. Heim, Managing Director |
Bookmark this site!
(Enter Stock Symbol)
Partner Sites
AnnuitiesWall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo provides investors and financial advisors with deep financial intelligence through systematic data collection, correlation and analysis, as well as a community and gateway to connect investors with peers and financial experts to help each other with investments and financial planning needs.
Asset Allocation Model from Unconventional Success
A Sample Asset Allocation and Portfolio Model From "Unconventional Success" Book
Unconventional Success: A Fundamental Approach to Personal Investment is David Swensen, CIO of Yale University and the author of Pioneering Portfolio Management. Here is an sample allocation based on a 70% stock/30% bond asset allocation model.|
|
| Stock (70%) | Bond (30%) |
30% Domestic Equity 15% Foreign Developed Equity 5% Emerging Markets 20% Real Estate |
15% U.S. Treasury Bonds 15% Inflation-Protected Securities |
Want a better asset allocation model for your portfolio? Find a financial advisor from Fund Mojo Advisor Network
Fund Mojo Mutual Fund Recommendation for the Unconventional Success Assset Allocation Model
Top Mutual Funds for the Unconventional Success Assset Allocation Model
Large Blend fundsMid-Cap Blend funds
Small Blend funds
- Natixis Vaughan Nelson Small Cap Value A
- Dreyfus Small Company Value
- Fidelity Small Cap Discovery
- [See our full list!]
World Stock funds
- ING Global Value Choice A
- Oppenheimer Global Opportunities A
- ING Global Value Choice I
- [See our full list!]
Foreign Large Blend funds
Diversified Emerging Mkts funds
- Delaware Emerging Markets A
- DFA Emerging Markets Small Cap I
- Dreyfus Emerging Markets I
- [See our full list!]
Specialty-Real Estate funds
Intermediate Government funds
Inflation-Protected Bond funds
| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
