| S&P 500 Index | 0.96% | ||
| Asset Classes | Sectors | ||
| Domestic Large Cap Value | 0.65% | Technology | 1.66% |
| Domestic Mid Cap Value | 1.18% | Consumer Discretionary | 1.89% |
| Domestic Small Cap Value | 1.95% | Financials | 1.43% |
| Foreign Large Cap Value | 1.04% | Telecom | 0.87% |
| Foreign Small/Mid Value | 1.22% | Industrials | 1.75% |
| Domestic Large Cap Growth | 1.48% | Utilities | -0.26% |
| Domestic Mid Cap Growth | 1.61% | Natural Resources | 0.58% |
| Domestic Small Cap Growth | 1.90% | Real Estate | 0.97% |
| Foreign Large Cap Growth | 0.68% | Health Care | 0.27% |
| Diversified Emerg Markets | -0.53% | Energy | 0.87% |
| Gold & Precious Metals | 0.70% | Consumer Staples | 0.89% |
| Real Estate | 0.97% | ||
| Broad-Basket Commodities | 0.24% | ||
| Regions | |||
| Europe Stock | 0.40% | ||
| China Region | -0.74% | ||
| Japan Stock | 1.08% | ||
| Latin America Stock | -0.28% |
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”; Manager/Creator of the AFL
Model Portfolios available for members of Allocation For Life in self-directed
accounts at Folio Investing
http://www.allocationforlife.com/
http://www.allocationforlife.com/
