express jet jpm moderate model portfolio€¦ · responsible in anyway for the express jet jp...

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EXPRESS JET 401k WISER WEALTH MANAGEMENT INC. ___ EXPRESS JET JP MORGAN MODERATE MODEL This information is provided by Wiser Wealth Management as a free service and is not responsible in anyway for the Express Jet JP Morgan 401K plan. Investing in the stock and bond markets is risky, with potential for substantial or total loss of principal. This information represents Wiser Wealth Management's research and analysis of available information. For more details please visit www.wiserinvestor.com . 2012 Keep Cost Low, Diversify, and Always Invest For The Long Run 38% 25% 2% 13% 4% 18% Name % Category JPMorgan Equity Index Select 18% US Large Cap Stock Morgan Stanley MidCap Gr. 4% US Mid Cap Stock Buffalo Small Cap 2% US Small Cap Stock Dodge & Cox International 13% International Stock PIMCO Total Return Bond Fund 25% Bonds American Century S.T. Govt 38% Bonds LC Index MACGX DODFX BUFSX PTRAX TWUFX 401K Moderate Allocation

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Page 1: Express Jet JPM Moderate Model Portfolio€¦ · responsible in anyway for the Express Jet JP Morgan 401K plan. Investing in the stock and bond markets is risky, with potential for

EXPR

ESS

JET

401

k

WISER WEALTH MANAGEMENT INC.

___EXPRESS JET JP MORGAN

MODERATE MODEL

This information is provided by Wiser Wealth Management as a free service and is not responsible in anyway for the Express Jet JP Morgan 401K plan. Investing in the stock and bond markets is risky, with potential for substantial or total loss of principal. This information represents Wiser Wealth Management's research and analysis of available information. For more details please visit www.wiserinvestor.com.2012

Keep Cost Low, Diversify, and Always Invest For The Long Run

38%

25%2%13%

4%

18%

Name % Category

JPMorgan Equity Index Select 18% US Large Cap Stock

Morgan Stanley MidCap Gr. 4% US Mid Cap Stock

Buffalo Small Cap 2% US Small Cap Stock

Dodge & Cox International 13% International Stock

PIMCO Total Return Bond Fund 25% Bonds

American Century S.T. Govt 38% Bonds

LC Index MACGXDODFX BUFSXPTRAX TWUFX

401K Moderate Allocation