Model Portfolio Performance

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Below you’ll find the most current historical hypothetical performance reports from Morningstar.  These will be updated monthly as current data comes available from Morningstar.

CLICK HERE to see the Aggressive Growth model (80% stocks, 20% bonds & cash).

CLICK HERE to see the Growth model (70% stocks, 30% bonds & cash).

CLICK HERE to see the Growth & Income model (60% stocks, 40% bonds & cash).

CLICK HERE to see the Balanced model (50% stocks, 50% bonds & cash). 

CLICK HERE to see the Conservative model (20% stocks, 80% bonds & cash).