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Target vs. Actual Allocation
Target
- U.S. Stocks60%
- Intl. Stocks20%
- Bonds15%
- Alternatives5%
Actual
- U.S. Stocks72%
- Intl. Stocks10%
- Bonds12%
- Alternatives6%
Allocation Breakdown
- U.S. Stocks72%
- Intl. Stocks10%
- Bonds12%
- Alternatives6%
Expense Ratio (weighted avg.)
Your IRA
0.72%
Peer Average
0.32%
You may be paying more than necessary.
View Cost AnalysisFunds
24
Overlap Score
High
Risk Level
Above Moderate
Data as of
May 7, 2024
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Thomas Mercer, CFP®
Mercer Wealth Partners
Austin, TX · 12 miles away
FiduciaryFee-Only
Specialties: Retirement Planning, IRA/401(k) Rollovers, Investment Management
4.9 (47 reviews)
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