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Investing Specialists

Rebalancing Moves You May Need to Make

Investors who haven't checked in for a while may find their U.S. stock allocation is oversized compared with their overseas and bond holdings.

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

Christine Benz has a position in the following securities mentioned above: TBGVX. Find out about Morningstar’s editorial policies.