Asset Allocation: Quarterly Comparison
Change
Quarter Ended
Quarter Ended
RSA Equity
2.89%
42.55%
39.66%
Int Equity
-0.60%
23.37%
23.97%
RSA Bonds
-3.26%
18.50%
21.76%
Int Bonds
-0.89%
5.24%
6.13%
RSA Real Estate
0.73%
4.70%
3.97%
Int Real Estate
-0.01%
0.02%
0.03%
RSA Cash
1.00%
5.00%
4.00%
Int Cash
0.14%
0.62%
0.48%
Asset Allocation: Two Year Quarterly History
|
RSA Equity | 42.55% | 39.66% |
Int Equity | 23.37% | 23.97% |
Total Equity | 65.92% | 63.63% |
RSA Bonds | 18.50% | 21.76% |
Int Bonds | 5.24% | 6.13% |
Total Bonds | 23.74% | 27.89% |
RSA Real Estate | 4.70% | 3.97% |
Int Real Estate | 0.02% | 0.03% |
Total Real Estate | 4.72% | 4.00% |
RSA Cash | 5.00% | 4.00% |
Int Cash | 0.62% | 0.48% |
Total Cash | 5.62% | 4.48% |
Total | 100.00% | 100.00% |
RSA Total | 70.75% | 69.39% |
Int Total | 29.25% | 30.61% |