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Aggressive Portfolio [ Benchmark: Morningstar Target Risk; Aggressive ] The FIT Aggressive Portfolio is managed for those investors who are seeking maximum appreciation, and are willing to accept a higher level of volatility and risk to achieve that goal. Stock / Equity Exposure Ranges: 85 – 95% | Bond / Cash Exposure Ranges: 5 – 15% |
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Growth Portfolio [ Benchmark: Morningstar Target Risk; Moderately Aggressive ] The FIT Growth Portfolio is managed for those investors who are seeking portfolio appreciation, and are willing to accept a higher level of volatility and risk to achieve that goal. Stock / Equity Exposure Ranges: 70 – 85% | Bond / Cash Exposure Ranges: 15 – 30% |
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Balanced Portfolio [ Benchmark: Morningstar Target Risk; Moderate ] The FIT Balanced Portfolio is managed for those investors who are seeking moderate growth while also looking for below-market volatility. Stock / Equity Exposure Ranges: 45 – 65% | Bond / Cash Exposure Ranges: 35 – 55% |
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Moderately Conservative Portfolio [ Benchmark: Morningstar Target Risk; Moderately Conservative ] The FIT Moderately Conservative Portfolio is managed for those investors who are seeking below-market volatility and are willing to accept lower returns. Stock / Equity Exposure Ranges: 30 – 45% | Bond / Cash Exposure Ranges: 55 – 70% |
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Conservative Portfolio [ Benchmark: Morningstar Target Risk; Conservative ] The FIT Conservative Portfolio is managed for those investors whose priority is preservation of capital, with the desire for a small portion of their portfolio in equities. Stock / Equity Exposure Ranges: 20 – 30% | Bond / Cash Exposure Ranges: 70 – 80% |
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