What does the pie chart in the Asset Allocation section represent?
All funds in your portfolio as of the end of the statement period, were summarized by asset class and reflected in the Investment Summary section. The value in each asset class was used to determine what percentage of the total portfolio is invested in each asset class. The result is depicted in the asset allocation pie chart that is presented on page 1 of the Account Statement. Note: If the Account Statement ending value is $0, there will be no pie chart displayed. Return to top of page.
