Asset Classes


1

Domestic Large Cap Equity - Stocks of issuers in large capitalization companies (market capitalization of 5 billion dollars or more) that have established a record of revenue growth and profitability and are located in the United States.


2

Domestic Mid Cap Equity - Stocks of issuers in mid-capitalization companies (market capitalization between 1.5 and 5 billion dollars) and are generally believed to be positioned for further growth in revenues, earnings & assets, and are located in the United States.


3

Domestic Small Cap Equity - Stocks of issuers in small capitalization companies (market cap of $1.5 billion or less) that are generally believed to be positioned for growth in revenues, earnings and assets and are located in the United States.


4

International Equity - Stocks in companies of foreign nations.


5

Emerging Markets Equity - Stocks of issuers in developing market countries.


6 US Corporate Debt - Bonds issued by companies located in the United States.

7

US Government Debt - Bonds issued by the US Government.


8

International Debt - Bonds of companies and governments in any nation with the exception of the United States.


9 Money Market/Ultra Short-term Debt - Securities that will mature in less than 270 days.

 

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Advisory services offered through Legend Advisory Corporation, a registered investment adviser.
Securities offered through Legend Equities Corporation, member FINRA and SIPC
4600 East Park Dr., Suite 300 • Palm Beach Gardens, FL 33410 (561) 694-0110 • www.legendgroup.com

Diversification does not guarantee a profit or protect against a loss

Special risks are associated with foreign investing, including currency fluctuations, economic instability and political developments. These risks may be magnified in emerging markets. Within each asset class, the portfolios may also allocate their investment in different types of securities, such as growth and value stocks, real estate investment trusts, corporate bonds, and U.S. government bonds. There are risks associated with investments in each of these asset classes, which are described more fully in the prospectus and in Legend Advisory Corporation's Form ADV Part II. The two main risks related to fixed-income investing are interest rate risk and credit risk. Please note, as interest rates rise, existing bond prices fall and can cause the value of an investment to decline. Changes in interest rates have a greater effect on bonds with longer maturities than on those with shorter maturities. Credit risk refers to the possibility that the issuer of the bond will not be able to make principal and/or interest payments.


Copyright 2009 The Legend Group. All rights reserved. Revised December 29, 2009.