Investment Management Research Topic (Finance) 4
Mannno5
FundAllocationTable1.xlsxSheet1
| Fund Name | Fund Symbol | Investment Objective | Investment Weight | Compound Annual Growth Rate |
| SSgA Emerging Markets | SSEMX | Foreign stock providing maximum total return though capital appreciation | 8.0% | |
| American Funds EuroPacific Growth Fund R5 | RERFX | Foreign stock providing long-term growth of capital | 17.0% | |
| RidgeWorth Small Cap Value Equity | SCETX | Small cap value fund providing capital appreciation and income by investing in smaller companies that pay regular income dividends | 5.0% | |
| Artisan Mid-Cap | ARTMX | Mid cap value fund seeking long-term capital growth | 7.5% | |
| T Rowe Price Mid Cap Value | TRMCX | Mid cap value fund providing long-term capital appreciation | 7.5% | |
| SSgA S&P 500 Index | SVSPX | Large cap domestic stock index that matches performance of the S&P 500 Index | 15.0% | |
| Dodge & Cox Stock | DODGX | Stock fund providing long-term growth of principal and income | 20.0% | |
| PIMCO Total Return Fund | PTTRX | Intermediate term bond fund seeking total return, consistent with preservation of capital | 7.5% | |
| SSgA Bond Market Index | SSBMX | Fixed income bond fund seeking to match performance of Lehman Brother's Aggregate Bond Index | 12.5% | |
| 100,000 | ||||
&"Times New Roman,Bold"&16FUND ALLOCATION TABLE&"-,Regular"&11
