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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%
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%
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%
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%
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%