The Allocation Rebalancing Level 1 Report indicates a portfolio(s) current allocation by asset class (cash, fixed income, US stocks, international stocks, and other) in relation to the targeted goals for the selected portfolio(s). The Allocation Rebalancing Level 1 Report can also be printed showing summaries by Asset Class, or can be printed to Show Report Details showing the individual security details by asset class. These additional drill-down details help you identify specific issues that might be helpful in rebalancing decisions.
