Fund Category Strength and Confidence - All Reallocation Plans
The chart below shows the Strength and Confidence for the prior period, for all reallocation plans, for the 10 fund categories with the highest Strength. Observation(s):
Broad Fund Category Average Allocation History - Monthly Reallocation Plans ONLY
This chart further reduces the fund categories into one of six categories: bonds, blended funds, commodities, stocks, other, and unallocated (cash). For each category, the average allocation is shown for each month. Since we have included a category for unallocated (cash), the total allocation is always 100%.
The two charts below are the same chart, but different time frames. Both charts show the average allocation to (broad) fund categories. The first chart shows the prior 4 years data, while the second chart includes data back to 01-JAN-2002. Both charts are stacked bar charts, meaning the size of each color (fund category) indicates that categories average allocation during the period.
Since the end of the last month did not correspond to a quarter end, the only data included in these two charts are for monthly plans. (That is why the Strength and Confidence chart above includes bond related funds, while the charts below only includes funds that are primarily stocks.)