Canvas Ring Chart with Tooltips

Target Weight

By Asset Category
and Asset Class
  • Fixed Income
  • Equity
  • Real Estate
  • Alternatives
  • Cash

Asset Cat.         Asset Class Target %      Min %      Max % Manager Account
Fixed Income   20.00 40.00    
  Taxable Bonds 5.00 15.00 ATC Investors ACCT-0340499320
  High Yield Bonds 5.00 15.00 ATC Investors ACCT-0340499320
  Int'l Debt 5.00 15.00 ATC Investors ACCT-0340499320
 
Equity   30.00 50.00    
  Large Cap Equity 10.00 20.00 DTG Capital DTG-3023-3432
  Mid Cap Equity 5.00 15.00 DTG Capital DTG-3023-3432
  Small Cap Equity 5.00 10.00 DTG Capital DTG-3023-3432
  Int'l Equity 5.00 15.00 DTG Capital DTG-3023-3432
 
Real Estate   10.00 20.00    
  Global Public REITs 5.00 10.00 DTG Capital DTG-3023-3432
  Private Real Estate 5.00 15.00    
 
Alternatives   5.00 15.00    
  Diversified Hedge 2.50 10.00 QQ Partners LLC ACCT-00032
  Private Equity 2.50 10.00    
 
Cash   2.50 10.00    
  Cash 2.50 10.00 DTG Capital DTG-3023-3432