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Directed Account Plan

Investment Structure
Level 1: The Model Portfolios

Retirement Model
  • green80% Stable Value
  • red10% Equity Index
  • yellow5% Value Stock
  • blue5% Int’l Stock

Conservative Model
  • green60% Stable Value
  • red20% Equity Index
  • yellow20% Value Stock

Moderate Model
  • green35% Stable Value
  • orange15% Growth Stock
  • red15% Equity Index
  • blue10% Int’l Stock
  • yellow15% Value Stock
  • purple10% Div. Small Co.

Aggressive Model
  • green20% Stable Value
  • orange15% Growth Stock
  • red15% Equity Index
  • blue15% Int’l Stock
  • yellow15% Value Stock
  • purple20% Div. Small Co.
Level 2: The Core Options
Stable Value Stock
  • 46% Invesco Interest Income
  • 40% Wellington Core Bond
  • 10% BlackRock Instl. Money Market Fund
  • 4% CDs
Value Stock Option
  • 20% BlackRock Value Index
  • 20% Neuberger Berman Partners
  • 20% T. Rowe Price Value
  • 15% JP Morgan Equity Income
  • 15% Goldman Sachs Mid Cap Value Instl.
  • 10% Sequoia
Equity Index Stock
  • 100% BlackRock US Equity Index
Growth Stock Option
  • 20% BlackRock Growth Index
  • 20% Marsico Focus
  • 10% Wellington Mid Cap Opportunities
  • 10% Turner Mid Cap Growth
  • 20% T. Rowe Price Growth Stock
  • 20% Primecap Odyssey Growth
Intl. Stock Option
  • 22% BlackRock EAFE Index
  • 12% Templeton Instl. Foreign Eq.
  • 12% Thornburg Intl. Value
  • 12% Marsico Intl. Opportunities
  • 10% American Century Intl. Discovery
  • 10% American Century Intl. Growth
  • 8% Dimensional Emerging Markets Value
  • 6% Royce Global Value
  • 8% TCW International Small Cap
Diversified Small Co. Stock Option
  • 20% BlackRock Small Co. Index
  • 15% Dimensional US Micro Cap Portfolio
  • 15% Royce Opportunity
  • 15% Third Avenue Small Cap Value
  • 15% Brown Capital Mgmt. Small Co. Instl.
  • 10% Buffalo Small Cap
  • 10% Lockwell Small Cap Value
Level 3:

78 Fidelity Mutual Funds

Level 4:

Fidelity Brokerage Link
200+ Families / 4500+ Mutual Funds / Exchange Traded Funds

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