What about my individual stocks and funds?

The Allocation section does not consider which investments you own within each asset class. While the individual investments you own will have a significant impact on results, unless you have extreme concentration, numerous studies have shown that high level asset allocation will be the most important driver of long term results. If you have concentrated positions or active mutual funds, your expected volatility is likely significantly higher than what is shown in the Investment Checkup.


Have more questions? Please Sign In to submit a request
Was this article helpful?
0 out of 2 found this helpful