The 5 Asset Classes Every Portfolio Should Have

in Financial Planning, Mutual Funds

Ice Cream

Here are The Five Core Asset Classes Every Portfolio Should Have:

  1. Large Growth – Large Company Growth
  2. Large Value – Large Company Value
  3. Small Growth – Small Company Growth
  4. Small Value – Small Company Value
  5. International

In addition to that you might add some of the following depending on your investment goals:

  • Bond Funds
  • Balanced Funds
  • Sector Funds
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