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Swedish 401(k) Recommendations

The plan recommendations below are based on choices available as of May 2, 2016. 

Aggressive Allocation

%

Stock

  • Vanguard Instl Index (VIIIX) 10% 10%
  • Loomis Sayles Value (LSVNX) 10% 10%
  • Vanguard Small Cap Index (VSCIX) 10% 10%
  • Allianz Small Cap Value (PSVIX) 10% 10%
  • Invesco Real Estate (IARIX) 10% 10%
  • Columbia Acorn Intl (ACINX) 10% 10%
  • Fidelity Spartan Intl Index (FSPNX) 30% 30%
  • Wells Fargo Emerging Markets (EMGNX) 10% 10%

Moderate Allocation

%

Stock

  • Vanguard Instl Index (VIIIX) 6% 6%
  • Loomis Sayles Value (LSVNX) 6% 6%
  • Vanguard Small Cap Index (VSCIX) 6% 6%
  • Allianz Small Cap Value (PSVIX) 6% 6%
  • Invesco Real Estate (IARIX) 6% 6%
  • Columbia Acorn Intl (ACINX) 6% 6%
  • Fidelity Spartan Intl Index (FSPNX) 18% 18%
  • Wells Fargo Emerging Markets (EMGNX) 6% 6%
  • Vanguard Inflation Protected Bond (VIPIX) 8% 8%
  • Vanguard Short-Term Bond (VBITX) 12% 12%
  • Vanguard Total Bond Market (VBMPX) 20% 20%

Conservative Allocation

%

Stock

  • Vanguard Instl Index (VIIIX) 4% 4%
  • Loomis Sayles Value (LSVNX) 4% 4%
  • Vanguard Small Cap Index (VSCIX) 4% 4%
  • Allianz Small Cap Value (PSVIX) 4% 4%
  • Invesco Real Estate (IARIX) 4% 4%
  • Columbia Acorn Intl (ACINX) 4% 4%
  • Fidelity Spartan Intl Index (FSPNX) 12% 12%
  • Wells Fargo Emerging Markets (EMGNX) 4% 4%
  • Vanguard Inflation Protected Bond (VIPIX) 12% 12%
  • Vanguard Short-Term Bond (VBITX) 18% 18%
  • Vanguard Total Bond Market (VBMPX) 30% 30%

 

Disclosures

This information is provided by Merriman Wealth Management, LLC, a registered investment advisor, and is believed to be from reliable sources, but no guarantee is made as to accuracy or completeness. The investment securities and strategies discussed are not suitable for all investors. Recommendations are of a general nature, not based on knowledge of any individual’s specific needs or circumstances, and there is no intent to provide individual investment advisory, supervisory or management services.

Merriman Wealth Management, LLC is not an authorized representative of the company sponsor and its retirement plans

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