Asset Classes & Portfolios: Diversification Beyond U.S. Stocks & Bonds Is Working

Holding more in your portfolio beyond U.S. securities has benefited performance. Most target date funds (TDFs) are concentrated in U.S. stocks and bonds that comprise more than 90% of underlying assets. By contrast, the non-industry accounts in the exhibit are broadly diversified into alternatives like commodities and real estate.

By Ron Surz