complete the Proposed Investment Mix for Clients form, and provide a separate short description justifying your choices.

You recently acquired two individual clients who have asked you to assist them with asset allocation for their company 401(k).In both instances, the 401(k) account is their primary source of retirement investment funds. Client details:

Client One:

Single individual Age 55 with an account balance of $450,000. This 401(k) account is Client One's sole source of retirement investment funds.

The entire account balance is invested in the S&P 500 Index Fund.

Client One has expressed concern over the recent market downturn and is considering a more conservative approach, but is unclear how to proceed.

Client One believes they are a moderately aggressive investor.

Client Two:

Divorced individual Age 35 with an account balance of $80,000. This 401(k) account is Client Two's sole source of retirement investment funds.

The entire account balance is invested in the Stable Value, Fixed Income Fund.

Client Two is uncomfortable making investment choices and thus has settled on what they believe is the safest investment option.

Client Two considers them to be a conservative investor.

No doubt your client's will need much advice to prepare an adequate and comprehensive retirement plan, but for now focus on just the 401(k) project.Please provide your clients with an asset mix that you believe is appropriate for each client's risk preference and station in life.

Fund Performance Results
Results for Period Ending Aptil 26, 2023
		Average Annual Total Return
Investment Option	Year To Date (%)	1 Year (%)	3 Years (%)	5 Years (%)	10 Years (%)	Expense Ratio
Large Cap Growth Fund	9.12%	-5.84%	21.47%	12.42%	13.57%	0.86%
Small Cap Growth Fund	2.39%	6.76%	42.53%	16.23%	16.88%	1.48%
Mid-Cap Growth Fund	-23.83%	3.75%	30.97%	13.31%	12.98%	1.69%
S&P 500 Index Fund	6.50%	-7.77%	18.58%	11.16%	12.18%	0.02%
Mid-Cap Value Fund	2.75%	0.80%	24.06%	10.77%	10.83%	1.07%
International Equtiy Fund	12.83%	-0.09%	15.76%	7.51%	8.03%	0.88%
Large Cap Value Fund	3.22%	0.15%	22.86%	9.55%	9.92%	0.85%
US Government Securities Fund	4.46%	-3.40%	2.29%	3.96%	4.52%	0.85%
Stable Value, Fixed Income Fund	0.98%	1.83%	0.77%	1.07%	0.86%	0.25%
Balanced Fund	10.60%	-5.55%	23.79%	11.07%	12.40%	0.61%
International Blend Fund	12.14%	0.08%	18.57%	7.21%	6.26%	1.35%

Client One
Investment Option	Current Investment Mix	Proposed Investment Mix
Large Cap Growth Fund
Small Cap Growth Fund
Mid-Cap Growth Fund
S&P 500 Index Fund	$450,000
Mid-Cap Value Fund
International Equtiy Fund
Large Cap Value Fund
US Government Securities Fund
Stable Value, Fixed Income Fund
Balanced Fund
International Blend Fund
Total	$450,000	$0

Client Two
Investment Option	Current Investment Mix	Proposed Investment Mix
Large Cap Growth Fund
Small Cap Growth Fund
Mid-Cap Growth Fund
S&P 500 Index Fund
Mid-Cap Value Fund
International Equtiy Fund
Large Cap Value Fund
US Government Securities Fund
Stable Value, Fixed Income Fund	$80,000
Balanced Fund
International Blend Fund
Total	$80,000	$0