Portfolio Allocation

These mutual fund portfolios were developed with serious ESG investors in mind.

These low-cost ETF portfolios are designed to deliver potent asset-class exposures to ESG-conscious investors saving for retirement.

It’s not the cheapest of the cheap, but it’s still possible to use the firm as a one-stop shop.

These three portfolios are geared toward the tax-deferred accounts of people who are still working and saving for retirement.

These portfolios are geared toward the tax-deferred accounts of people who are still working and saving.

We combine top-rated active funds with Schwab’s low-cost index products.

The firms’ bond funds are top-notch, but its equity lineup also has some solid options for accumulators.

Sample allocations and holdings for aggressive, moderate, and conservative accumulators.

Too busy to mind your portfolio? Three basic building blocks provide you with all the diversification you need.

These minimalist portfolios include three Fidelity index funds in varying allocations for a variety of life stages.

These tax-efficient portfolios are geared toward retirees who are seeking simplicity and balance.

Equity index products are plentiful, but cheap muni funds are scant.

The firm’s municipal-bond funds are solid, but we make some trade-offs on the equity side in the name of tax efficiency.

Featuring solid muni funds and index equity offerings, these portfolios are appropriate for investors’ taxable accounts.

The indexing giant’s top-notch tax-managed, index, and municipal-bond funds make tax-friendly portfolios a cinch.

Our model portfolios are designed to facilitate in-retirement cash flows—and to limit Uncle Sam’s take.

These streamlined portfolios are geared toward retirees who are actively tapping their taxable assets for living expenses.

These portfolios are composed of mutual funds with strong ESG and investing track records.

These in-retirement portfolios invest in ESG-friendly ETFs that should provide marketlike exposures.

These portfolio mixes are geared toward retirees with different time horizons and risk tolerances/capacities.