fa.asset allocation

PRC derives separate rates of return (ROR) for regular investment accounts, tax-deferred accounts and Roth accounts by beginning with the average expected ROR and standard deviations for each of up to 10 asset classes (entered via the Asset Class Table), allocations of these assets to each of the account types (entered via the Asset Allocation Table shown below) and then using all of this information to calculate a weighted average.  This weighted average is assumed to the geometric mean in fixed rate projections and an arithmetic mean in Monte Carlo simulations.  Additionally, this table enables you to specify management expenses as well as different asset allocations for each savings category (regular, tax-deferred or Roth) for five independent time periods.

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