This approach allows you and your financial advisor to craft your own asset allocation by choosing any of the 29 Individual Fund Portfolios that invest in underlying funds from OppenheimerFunds, MainStay and American Century.
The Portfolio Allocator automatically rebalances the portfolio on a quarterly basis to conform to your current allocations as chosen by you and your financial advisor.
- U.S. EQUITY
- GLOBAL AND INTERNATIONAL EQUITY
- U.S. FIXED INCOME
- Oppenheimer Total Return Bond Term Government Portfolio
- Oppenheimer Limited Term Government Portfolio
- Oppenheimer Senior Floating Rate Portfolio
- American Century Diversified Bond Portfolio
- MainStay MacKay High Yield Corporate Bond Portfolio 2
- Oppenheimer Limited Term Bond Portfolio
- American Century Short Duration Inflation Protected Portfolio
- GLOBAL FIXED INCOME
- MULTI ASSET
- MONEY MARKET
- Oppenheimer Institutional Government Money Market Portfolio 3