Calculators Suite


ComputeResults

Current vs. Target Asset Allocation

How your investments are distributed among different asset classes - your asset allocation - can be a big factor in your portfolio performance. It's also important to have the right asset allocation to pursue your specific goals. Over time, the performance of the different assets in your portfolio can cause the allocation to drift, so it's a good idea to review them from time to time to make sure you're on target.

To find out your current asset allocation and how well it fits your target asset allocation, answer the questions below, then click Submit. Enter the current value of your holdings for each asset category in the first column, and your desired allocation in the second.


Money Market Fund

Value

Target %

$

Corporate/Government Bonds

$

High Yield Bonds

$

Large Cap Stocks

$

Midcap Stocks

$

Small Cap Stocks

$

Foreign/Global Stocks

$

Balanced Accounts

$