AAII

Customizing Your Fixed-Income Allocation With ETFs and Mutual Funds
June 2026 by Cynthia McLaughlin
Selecting bond ETFs and mutual funds with varying levels of category risk, duration and yield can help align your portfolio with changing investing goals.

Customizing Your Large-Cap Allocation With ETFs and Mutual Funds
March 2026 by Cynthia McLaughlin
An examination of the ETF and mutual fund options that can fill the large-cap domestic equity portion of a portfolio.

Asset Class Returns: Highest Returns for International Stocks Since 2012
February 2026 by Charles Rotblut
Developed country stocks saw their returns bounce back in a big way last year.

Go Beyond Age-Based Allocation Strategies by Personalizing Your Approach
April 2025 by Charles Rotblut
AAII’s PRISM Wealth-Building Process helps you think through the considerations for creating the optimal allocation for you.

Returns for Asset Class Groups: Big Back-to-Back Gains for Large-Cap Stocks
February 2025 by Charles Rotblut
For the first time in nearly a quarter of a century, large-cap stocks rose by more than 20% during each of the last two years.

Meeting Your Asset Allocation Needs With Schwab Funds and ETFs
November 2024 by Cynthia McLaughlin
Charles Schwab offers funds that could make suitable options for AAII’s Asset Allocation Models.

Using Vanguard Funds and ETFs for Your Asset Allocation Needs
September 2024 by Cynthia McLaughlin
Vanguard offers a variety of mutual funds and ETFs that can be used for AAII’s Asset Allocation Models.

Filling Your Asset Allocation Needs With T. Rowe Price Funds and ETFs
August 2024 by Cynthia McLaughlin
The T. Rowe Price family offers funds that could make suitable options for AAII’s Asset Allocation Models.

Meeting Your Asset Allocation Needs With BlackRock Funds and ETFs
May 2024 by Cynthia McLaughlin
AAII’s Asset Allocation Models can be followed by choosing among these funds from the BlackRock family.

Tech-Related Stocks and Interest Rates Drive Allocation Model Returns
May 2024 by Charles Rotblut
A cursory glance at the performance of the individual mutual funds used to track the AAII Asset Allocation Models reveals the story of what happened during the first quarter of 2024.

Returns for Asset Class Groups: Large-Cap Stocks Rebound Back Into the Lead
February 2024 by Charles Rotblut
The rebound in 2023 is very evident in the heat map of the calendar-year returns for the seven major asset class groups.

Using Fidelity Funds to Fill Your Asset Allocation Needs
September 2023 by Charles Rotblut
Even if you are limited to choosing among Fidelity funds, you can still build a portfolio based on one of AAII’s allocation models.

Incorporating Equal-Weighted Funds Into Your Allocation
June 2023 by Charles Rotblut
Equal-weighted funds hold the same securities as similar market-cap-weighted funds but in different proportions, reducing stock-specific risk.

Tilting AAII's Asset Allocation Models to Match Your Growth or Value Style
March 2023 by John Bajkowski
A look at index mutual funds and ETFs that move outside of the neutral blended style by adding a focus on growth or value.

Index Fund Options for AAII's Asset Allocation Models
November 2022 by Charles Rotblut
While we use Vanguard funds for tracking purposes, they are not the only option when using the allocation models as a guideline for your own portfolio.

Level3 Passive Portfolio Transitions to Asset Allocation Models
August 2022 by John Bajkowski, Charles Rotblut
Combining elements of AAII’s fund models to capture factor, style and objective tilts that work for you.

The Changes Made to AAII's Asset Allocation Models
September 2020 by Charles Rotblut
The AAII Asset Allocation Models serve as guidelines individual investors can use to construct appropriate portfolios. We updated two of the models.

AAII Asset Allocation Models Articles