Asset Allocation

2010 Fund Report Cards - by Category

2010 Fund Report Cards - by Family

Training & Lecture Schedule

Important Fund Changes

Past Performance

Beating the S&P 500

Advice of the Financial Press

Dollar-Cost Averaging

Thomson Financial InvestmentView Users

Asset Allocation

In this section, you will find a wide array of allocation information, intended to show the virtues of allocation, historical data on the process and some real life allocation models and their performance in various holding periods and timeframes, including:

the current allocation of the mutual fund marketplace according to where investors are depositing their money or where the managers are investing it
previous years breakdowns show the changing face of the mutual fund marketplace
Callan-type charts depicting the changing fortunes of various investment categories and types
historical look at the benefits of being allocated into a bear market
the effects of adding international exposure to a portfolio
historical look at various allocation models including lifecycle models and your firm's in-house models – BY REQUEST
support for the soothing power of allocation even in a portfolio of the most aggressove sector funds

Subscriber-Only Access to the Following Research Reports:

Subscribe now - $295.00 per year gives you access to a 13-point report card on every mutual fund, volumes of reports, studies, proofs, and other support documents that provide investment professionals a proven approach to mutual fund investing. This powerful information will help you convert prospects into clients and solidify relationships with existing clients.

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First Vice President
RBC Dain Rauscher,
Austin TX