| S&P 500 Index | 3.66% | ||
| Asset Classes | Sectors | ||
| Domestic Large Cap Value | 3.46% | Technology | 4.25% |
| Domestic Mid Cap Value | 3.43% | Consumer Discretionary | 4.11% |
| Domestic Small Cap Value | 3.84% | Financials | 3.55% |
| Foreign Large Cap Value | 4.45% | Telecom | 3.86% |
| Foreign Small/Mid Value | 3.45% | Industrials | 3.96% |
| Domestic Large Cap Growth | 3.88% | Utilities | 0.77% |
| Domestic Mid Cap Growth | 3.58% | Natural Resources | 3.95% |
| Domestic Small Cap Growth | 3.69% | Real Estate | 2.42% |
| Foreign Large Cap Growth | 4.16% | Health Care | 3.52% |
| Diversified Emerg Markets | 2.46% | Energy | 3.43% |
| Gold & Precious Metals Equities | 4.61% | Consumer Staples | 4.14% |
| Real Estate | 2.42% | ||
| Broad-Basket Commodities | 2.29% | ||
| Regions | |||
| Europe Stock | 4.84% | ||
| China Region | 3.32% | ||
| Japan Stock | 2.56% | ||
| Latin America Stock | 2.68% |
Jon R. Orcutt is the founder of Allocation For Life, Author of The Allocation For Life Investment Newsletter, Author of "Master The Markets With Mutual Funds: A Common Sense Guide To Investing Success" and manager/creator of the AFL Models available to Allocation For Life subscribers at Folio Investing.
www.allocationforlife.com
