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Risk/Reward Profiles

As of June 30, 2026
  
    


    Time Horizon & Expected Returns
  


    Allocation Strategy:
    Money Market
    Income
    Conservative
    Moderate
    Aggressive
  

    Time Horizon:
    Less than One Year
    Five Years or Less
    Five to Ten Years
    Ten to Twenty Years
    Over Twenty Years
  

    Cash Equivalents
    90%
    0%
    0%
    0%
    0%
  

    Fixed Income
    10%
    50%
    38%
    15%
    4%
  

    Equity
    0.00%
    50%
    62%
    85%
    96%
  

    Estimated Volatility:
    8.76%
    10.12%
    12.82%
    14.13%
  

    Expected Return:
    6.93%
    8.08%
    10.43%
    11.35%
  


  
  