The Hewitt Index historical asset allocation posted on the Web for August 2010 was used for this portfolio design scan. All 13 catagories in the index were represnted by investement options from the 249 401k plans that were scanned in 2010. I used DIA as a proxy for company stock and the self-directed window proxy is FCNTX.Money Market VMMXX 2.5%
GIC/Stable Value SVF.hpx 34.0%
International AEPGX 5.5%
Bond PTTRX 6.0%
Balanced PRPFX 5.5%
Lifestyle Pre-Mix L2020 9.0%
Large US Equity SPY 15.0%
Mid US Equity MDY 2.0%
Small US Equity VBR 4.0%
Emerging Market EEM 0.75%
Specialty/Sector GLD 0.25%
Company Stock DIA 13.0%
Self-Directed FCNTX 2.5%
The investment options are my selections based on the many 40k plans scanned in 2010. One asset allocation difference is the Bond catagory where I saw a bit more invested in PTTRX than the Hewitt index Bond allocation of 6%. That one fund holds so much retirement money it makes me nervous but their record speaks for itself. Another big difference is the Large US Equity catagory SPY in the scan which has only 0.2% of the Balanced portfolio asset allocation.
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