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The Ziegler Companies, Inc.

Wealth Management > Products And Services > Investment Products > Mutual Funds For Your Stage In Life

  • Mutual Funds for Your Stage in Life

     

    Starting Out

    Starting Out

    • 42% Large-Cap Equity
    • 10.5% Large-Cap Value
    • 15% Mid-Cap Core
    • 3.75% Small-Cap Value
    • 3.75% Small-Cap Growth
    • 25% International Equity

     

    Wealth Accumulation Stage

    Wealth Accumulation

    • 8% Long- or Intermediate- Term Fixed Income
    • 12% Short-Term Government Bonds
    • 31% Large-Cap Equity
    • 8% Large-Cap Value
    • 15% Mid-Cap Core
    • 3% Small-Cap Value
    • 3% Small-Cap Growth
    • 20% International

     

    Boomer Pre-retirement

    Boomer Pre-retirement

    • 24% Long- or Intermediate- Term Fixed Income
    • 36% Short-Term Government Bonds
    • 24% Large-Cap Equity
    • 6% Large-Cap Value
    • 10% Mid-Cap Core

     

    Retired

    Retired

    • 32% Long- or Intermediate- Term Fixed Income
    • 48% Short-Term Government Bonds
    • 12% Large-Cap Equity
    • 3% Large-Cap Value
    • 5% Mid-Cap Core

     

     

    Past performance does not guarantee future results. Investment return and principal value will fluctuate and an investor’s shares may be worth more or less than their original cost. Prospective purchasers should consider the investment objectives, risks and charges and expenses of the investment company carefully before investing and review the company’s prospectus which contains this and other important information about the company. A prospectus may be obtained from your financial advisor. The prospectus should be read carefully before investing.
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