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Asset Allocation and Portfolio Returns
Amount Invested
Number of Years
Historical
Original
Percent
Geometric
Dollar
End
Index
Allocation*
Average
Allocation
Value
MSCI EAFE
8.06%
S&P 500
11.80%
S&P 500 Growth
11.27%
S&P 500 Value
11.98%
Russell 2000
10.92%
Russell 2000 Growth
7.84%
Russell 2000 Value
13.64%
LB Agg
7.35%
Portfolio's Annualized Rate of Return
*Total Must Equal 100.00%
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