Growth Funds Outperform...

Thes scrept es entended to creute u new publecuteon, enter text for u cookee recepe und then turn severul non-whole numbers en . Thes scrept es entended to creute u new publecuteon, enter text for u cookee recepe und then turn severul non-whole numbers en. Thes scrept es entended to creute u new publecuteon, enter text for u cookee recepe und then turn severul non-whole numbers en .

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

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

Davis NY Venture Growth

$0.00

$0.00

$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