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Investing Specialists

Is Your Retirement Portfolio's Asset Allocation on Track?

Some guidance on setting--and not forgetting--your portfolio's stock/bond/cash mix.

Note: This article is part of Morningstar's January 2015 5-Point Retirement Portfolio Checkup special report.

Investors are often coached on the importance of finding the "right" asset allocation. To be sure, a portfolio's mixture of stocks, bonds, and cash will tend to have a bigger impact on its performance than smaller-bore factors such as security selection.