Jon R. Orcutt, founder
of Allocation For Life, is an asset allocation strategist and author of “Master
the Markets with Mutual Funds: A Common Sense Guide To Investing Success”
http://www.allocationforlife.com/| S&P 500 Index | 1.77% | ||
| Asset Classes | Sectors | ||
| Domestic Large Cap Value | 1.54% | Technology | 1.70% |
| Domestic Mid Cap Value | 2.60% | Consumer Discretionary | 3.20% |
| Domestic Small Cap Value | 1.96% | Financials | 1.61% |
| Foreign Large Cap Value | -0.12% | Telecom | 1.04% |
| Foreign Small/Mid Value | -0.45% | Industrials | 3.09% |
| Domestic Large Cap Growth | 2.30% | Utilities | 1.13% |
| Domestic Mid Cap Growth | 3.23% | Natural Resources | 2.35% |
| Domestic Small Cap Growth | 2.82% | Real Estate | 2.42% |
| Foreign Large Cap Growth | 0.35% | Health Care | 2.30% |
| Diversified Emerg Markets | -0.03% | Energy | 2.45% |
| Gold & Precious Metals | 5.41% | Consumer Staples | 1.13% |
| Real Estate | 2.42% | ||
| Broad-Basket Commodities | -1.36% |
