choose Tulsa. give Forever.

Risk/Reward Profiles

As of September 30, 2024

    Time Horizon & Expected Returns
  


    Allocation Strategy:
    Money Market
    Income
    Conservative
    Moderate
    Aggressive
  

    Time Horizon:
    Less than One Year
    Five Years or Less
    Five to Ten Years
    Ten to Twenty Years
    Over Twenty Years
  

    Cash Equivalents
    90%
    0%
    0%
    0%
    0%
  

    Fixed Income
    10%
    50%
    38%
    15%
    4%
  

    Equity
    0.00%
    50%
    62%
    85%
    96%
  

    Estimated Volatility:
    9.04%
    10.43%
    13.23%
    14.62%
  

    Expected Return:
    6.42%
    7.44%
    9.51%
    10.43%
  