Asset Allocation/United States



I am trying to make a comprehensive list of based on a 20 to 50 year data set in regard to a 5, 10, & 20 year time period for the following Asset Class  which use a Bottom-Up Market Segment approach will entail their Average Annual Rate of Return, Standard Deviation, Average Beta, and a corresponding Indices that go with it. This page is geared towards the U.S. Economy.

Stocks
I would further categorize the stocks into Value & Growth, but the decision to allocate these investments are very subjective, and in regard to a mutual fund the decision ultimately rests with the mutual fund manager to determine. Also common among mutual funds what is considered to be large-cap growth can actally have an allocation of 40% small-cap value and 60% large-cap growth and still be considered "Large-Cap Growth" thus defining and analyzing would succumb to an individual selection basis, which the investor can do by himself.

External Link

 * SmartMoney's asset allocation planner
 * Investor Home