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With eight simple questions Morningstar Investment Services can provide you with a recommended portfolio that is right for you based on your risk tolerance. With most other 401(k) plans, you are forced to make a series of puzzling and complex plan decisions, often without the benefit of expert advice. We’ve solved this challenge by building in the smart choices for small businesses.
Risk-based allocation strategiesMorningstar Managed Plan Solutions features five predetermined, risk-based portfolios (conservative through aggressive) which help you and your employees properly diversify your accounts.1 |
ConservativeView Details (PDF) |
Income & GrowthView Details (PDF) |
Moderate GrowthView Details (PDF) |
GrowthView Details (PDF) |
Aggressive GrowthView Details (PDF) |
|---|---|---|---|---|---|
| US Stocks | 19 | 30 | 38 | 48 | 58 |
| Large-cap | 14 | 20 | 24 | 28 | 33 |
| Mid-cap | 5 | 6 | 7 | 10 | 11 |
| Small-cap | 0 | 4 | 7 | 10 | 14 |
| Foreign Equity | 6 | 10 | 18 | 23 | 30 |
| Real Estate REITs | 0 | 0 | 4 | 5 | 5 |
| Fixed Income | 55 | 45 | 30 | 15 | 0 |
| Fixed Income | 48 | 39 | 26 | 12 | 0 |
| High Yield | 7 | 6 | 4 | 3 | 0 |
| Alternatives | 13 | 10 | 8 | 7 | 5 |
| Short-Term Reserves | 7 | 5 | 2 | 2 | 2 |
Portfolio allocations are as of 01/01/2011 and subject to change without notice.
©2011 Morningstar Investment Services, Inc. All rights reserved. The Morningstar name and logo are registered marks of Morningstar, Inc.
1 Morningstar Managed Plan Solutions is offered by Morningstar Investment Services, Inc., a registered investment advisor and wholly owned subsidiary of Morningstar, Inc., and is intended for citizens or legal residents of the United States or its territories. All investment advisory services available with respect to Intuit 401(k) are provided by Morningstar Investment Services, Inc.
Morningstar, Inc. and/or its subsidiaries are not affiliated with Intuit, Inc. or its affiliates.
