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    Pete Young
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    The document compares the asset-class allocations of several Morningstar Lifetime Allocation Indexes for retirement years 2010 through 2055. The indexes for earlier retirement years have higher allocations to bonds and lower allocations to stocks, especially foreign stocks, while the indexes for later retirement years have higher allocations to stocks and lower allocations to bonds. All indexes allocate a small percentage to commodities and cash.

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    The document compares the asset-class allocations of several Morningstar Lifetime Allocation Indexes for retirement years 2010 through 2055. The indexes for earlier retirement years have higher allocations to bonds and lower allocations to stocks, especially foreign stocks, while the indexes for later retirement years have higher allocations to stocks and lower allocations to bonds. All indexes allocate a small percentage to commodities and cash.

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    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
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    18 views1 page

    Retirement Stockbond

    Uploaded by

    Pete Young
    The document compares the asset-class allocations of several Morningstar Lifetime Allocation Indexes for retirement years 2010 through 2055. The indexes for earlier retirement years have higher allocations to bonds and lower allocations to stocks, especially foreign stocks, while the indexes for later retirement years have higher allocations to stocks and lower allocations to bonds. All indexes allocate a small percentage to commodities and cash.

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    How Does Your Stock/Bond Mix Stack Up?

    Retirement 2010 Asset-Class Allocation (%) Retirement 2035 Asset-Class Allocation (%)
    • StockU.S. 34 • StockU.S. 57
    • Foreign Stock 10 • Foreign Stock 29
    • Bond 47 • Bond 9
    • Commodities 6 • Commodities 5
    • Cash 3 • Cash 0

    Retirement 2015 Asset-Class Allocation (%) Retirement 2040 Asset-Class Allocation (%)
    • StockU.S. 39 • StockU.S. 56
    • Foreign Stock 14 • Foreign Stock 31
    • Bond 40 • Bond 8
    • Commodities 5 • Commodities 5
    • Cash 2 • Cash 0

    Retirement 2020 Asset-Class Allocation (%) Retirement 2045 Asset-Class Allocation (%)
    • StockU.S. 48 • StockU.S. 57
    • Foreign Stock 15 • Foreign Stock 32
    • Bond 31 • Bond 7
    • Commodities 5 • Commodities 4
    • Cash 1 • Cash 0

    Retirement 2025 Asset-Class Allocation (%) Retirement 2050 Asset-Class Allocation (%)
    • StockU.S. 51 • StockU.S. 55
    • Foreign Stock 22 • Foreign Stock 34
    • Bond 21 • Bond 7
    • Commodities 5 • Commodities 4
    • Cash 1 • Cash 0

    Retirement 2030 Asset-Class Allocation (%) Retirement 2055 Asset-Class Allocation (%)
    • StockU.S. 56 • StockU.S. 53
    • Foreign Stock 26 • Foreign Stock 36
    • Bond 13 • Bond 7
    • Commodities 5 • Commodities 4
    • Cash 0 • Cash 0

    Allocations of Morningstar’s Lifetime Allocation Indexes, developed in conjunction with asset allocation expert Ibbotson Associates.
    Note that even long-dated portfolios contain some bonds and near-dated portfolios include some stocks.

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