The information below represents the percentage of portfolio allocation per asset class, identified per risk profile (P1-P12).
Risk Profiles P1 – P6
| Asset Class | P1 | P2 | P3 | P4 | P5 | P6 |
| Large Cap Growth | 3.5% | 4.8% | 6.6% | 8.3% | 9.0% | 9.7% |
| Large Cap Value | 3.5% | 4.8% | 6.6% | 8.3% | 9.0% | 9.7% |
| Mid Cap | 0.7% | 1.0% | 1.4% | 1.8% | 1.8% | 1.8% |
| Small Cap | 0.7% | 1.0% | 1.4% | 1.8% | 1.8% | 1.8% |
| REITs | 0.3% | 0.5% | 0.9% | 1.2% | 1.1% | 1.0% |
| Developed Markets Equity | 2.8% | 4.1% | 5.9% | 7.7% | 8.0% | 8.2% |
| Emerging Markets Equity | 0.8% | 1.2% | 1.9% | 2.6% | 2.5% | 2.4% |
| Investment Grade Debt 1 | 32.1% | 27.4% | 23.4% | 19.4% | 18.0% | 16.6% |
| Investment Grade Debt 2 | 25.7% | 27.2% | 23.2% | 19.5% | 17.8% | 16.4% |
| US High Yield | 9.3% | 8.2% | 7.2% | 6.2% | 5.4% | 4.6% |
| Emerging Markets Debt | 5.6% | 4.8% | 4.1% | 3.4% | 2.6% | 1.7% |
| Equity Alternatives 1 | 0.0% | 0.0% | 0.0% | 0.0% | 1.8% | 3.6% |
| Equity Alternatives 2 | 0.0% | 0.0% | 0.0% | 0.0% | 1.8% | 3.6% |
| Fixed Income Alternatives | 9.6% | 9.6% | 9.6% | 9.6% | 8.4% | 7.2% |
| Core Diversifiers | 0.0% | 0.0% | 2.4% | 4.8% | 4.8% | 4.8% |
| Cash | 5.4% | 5.4% | 5.4% | 5.4% | 6.2% | 6.9% |
Risk Profiles 7-12
| Asset Class | P7 | P8 | P9 | P10 | P11 | P12 |
| Large Cap Growth | 10.3% | 10.8% | 12.6% | 14.3% | 16.8% | 19.2% |
| Large Cap Value | 10.3% | 10.8% | 12.6% | 14.3% | 16.8% | 19.2% |
| Mid Cap | 2.0% | 2.2% | 2.6% | 3.0% | 3.5% | 4.0% |
| Small Cap | 2.0% | 2.2% | 2.6% | 3.0% | 3.5% | 4.0% |
| REITs | 1.1% | 1.2% | 1.6% | 1.9% | 2.3% | 2.6% |
| Developed Markets Equity | 8.8% | 9.4% | 11.2% | 13.0% | 15.2% | 17.4% |
| Emerging Markets Equity | 2.7% | 2.9% | 3.6% | 4.3% | 5.1% | 5.8% |
| Investment Grade Debt 1 | 15.6% | 14.6% | 11.0% | 7.9% | 4.0% | 0.0% |
| Investment Grade Debt 2 | 15.2% | 14.5% | 10.9% | 7.8% | 3.8% | 0.3% |
| US High Yield | 4.4% | 4.1% | 3.8% | 3.4% | 1.7% | 0.0% |
| Emerging Markets Debt | 1.5% | 1.2% | 1.1% | 1.0% | 0.5% | 0.0% |
| Equity Alternatives 1 | 4.2% | 4.8% | 6.0% | 7.2% | 7.4% | 7.6% |
| Equity Alternatives 2 | 4.2% | 4.8% | 6.0% | 7.2% | 7.4% | 7.6% |
| Fixed Income Alternatives | 6.0% | 4.8% | 2.4% | 0.0% | 0.0% | 0.0% |
| Core Diversifiers | 4.8% | 4.8% | 4.8% | 4.8% | 5.0% | 5.2% |
| Cash | 6.9% | 6.9% | 7.2% | 6.9% | 7.0% | 7.1% |