Profiles

Question: What is a "Profile?"

Answer: A target allocation of stocks and bonds.

Profile 0 Cash 100% Cash equivalent
Profile 1 Bonds 100% Fixed income
Profile 2 Conservative 20% Equities | 80% Fixed income
Profile 3 Moderately Conservative 40% Equities | 60% Fixed income
Profile 4 Moderate 60% Equities | 40% Fixed income
Profile 5 Moderately Aggressive 80% Equities | 20% Fixed income
Profile 6 Aggressive Growth 100% Equities | 0% Fixed income

Learn more here:

https://app.symplany.com/one/reference/models

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us