1. RETHINKING INVESTMENTS
Another Smoking Gun for Active Fund Management/Market Timing
Performance of Well Known Wall Street Firms
Standard
3 Year Return
Expense Ratio
Deviation (Risk)
Tactical Asset Allocation Category Ave.
4.68
1.75
8.73
Goldman Sachs Dynamic Allocation
2.23
2.05
7.72
JP Morgan Strategic Allocation R5
4.32
1.83
3.49
PIMCO All Asset All Authority Inst
4.43
2.43
9.19
Alliance Bernstein Dynamic Allocation
5.92
1.89
9.22
Lazard Capital Allocator
4.51
1.71
10.3
Target Risk Index Portfolios
Aggressive Target Risk
9.64
0.23
11.78
Moderately Aggressive Target Risk
8.57
9.9
Moderate Target Risk
7.48
0.24
7.4
Moderately Conservative Target Risk
6.34
5.48
Conservative Target Risk
5.36
3.8
Index Returns
Vanguard 500 Index Signal
14.62
0.05
12.46
Vanguard Total Bond Market Index
3.7
0.08
2.92
Vanguard FTSE Int'l Developed Markets
7.39
0.10
16.76
Sources: Morningstar Tactical Asset Allocation Category and fund return data as of 3/31/14. Target Risk Portfolio Returns from FI360 using Morningstar data through 3/31/14. Past performance is no guarantee of future returns.