Joe Schmo,
1-800-ADVISOR
jschmo@mutualadvisor.com

Growth Funds Outperform...

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Account Summary

CURRENT
ASSET MIX

TARGET
ASSET MIX

TARGET
Asset
Allocation

CURRENT
Asset
Allocation

Style

Shares
Held

NAV

Market
Value

Cost
Basis

Gain/Loss

0.00%

0.00%

Cash

$0.00

$0.00

$0.00

-

-

Tax-Free
Bond

-

-

-

-

$0.00

5.00%

20.00%

Bond

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

16.00%

20.00%

Growth & Income

$0.00

$0.00

$0.00

American Century
Growth & Income

$0.00

$0.00

$0.00

$0.00

$0.00

T. Rowe Price Equity Index

$0.00

$0.00

$0.00

$0.00

$0.00

20.00%

20.00%

Growth

$0.00

$0.00

$0.00

Founders Growth

$0.00

$0.00

$0.00

$0.00

$0.00

22.00%

20.00%

Aggressive
Growth

$0.00

$0.00

$0.00

Kaufmann Fund

$0.00

$0.00

$0.00

$0.00

$0.00

17.00%

20.00%

International

$0.00

$0.00

$0.00

Janus Overseas

$0.00

$0.00

$0.00

$0.00

$0.00

100.00%

100.00%

Portfolio Totals

-

-

$0.00

$0.00

$0.00