IPC Guardrails | Capital Group

IPC Guardrails

The Edward Jones guardrails for Edward Jones’ Investment Policy Committee (IPC) guidance define acceptable and recommended asset allocation ranges as illustrated below.  IPC acceptable (Flex) allocation percentages fall within orange ranges and IPC recommended (Fund) percentages fall within the green. Guardrails are subject to change. 


All-Equity Focus 

Aggressive

Growth

Growth & Income

Income

Cash

International

Aggressive Income

Equity Allocation

Acceptable (Minimum)

0%

5%

55%

0%

0%

5%

0%

85%

IPC Recommended

0-10%

15-30%

65-80%

0%

0-5%

20-40%

0%

90-100%

Acceptable (Maximum)

15%

40%

100%

15%

10%

55%

5%

100%


Growth Focus 

Aggressive

Growth

Growth & Income

Income

Cash

International

Aggressive Income

Equity Allocation

Acceptable (Minimum)

0%

0%

40%

0%

0%

0%

0%

70%

IPC Recommended

0-10%

10-25%

50-65%

10-25%

0-5%

15-35%

0-5%

75-85%

Acceptable (Maximum)

15%

35%

85%

30%

15%

50%

10%

90%


Balanced toward Growth

Aggressive

Growth

Growth & Income

Income

Cash

International

Aggressive Income

Equity Allocation

Acceptable (Minimum)

0%

0%

30%

10%

0%

0%

0%

55%

IPC Recommended

0-10%

5-20%

40-55%

25-40%

0-5%

15-35%

0-10%

60-70%

Acceptable (Maximum)

15%

30%

70%

55%

15%

50%

15%

75%


Balanced Growth & Income

Aggressive

Growth

Growth & Income

Income

Cash

International

Aggressive Income

Equity Allocation

Acceptable (Minimum)

0%

0%

20%

25%

0%

0%

0%

40%

IPC Recommended

0-5%

5-15%

30-45%

40-55%

0-5%

10-30%

0-10%

45-55%

Acceptable (Maximum)

10%

25%

55%

70%

15%

45%

15%

60%


Balanced toward Income

Aggressive

Growth

Growth & Income

Income

Cash

International

Aggressive Income

Equity Allocation

Acceptable (Minimum)

0%

0%

10%

40%

0%

0%

0%

25%

IPC Recommended

0-5%

3-12%

20-30%

55-70%

0-5%

5-25%

0-15%

30-40%

Acceptable (Maximum)

10%

22%

40%

85%

15%

40%

22%

45%


Income Focus

Aggressive

Growth

Growth & Income

Income

Cash

International

Aggressive Income

Equity Allocation

Acceptable (Minimum)

0%

0%

0%

55%

0%

0%

0%

10%

IPC Recommended

0-3%

0-7%

10-20%

70-85%

0-5%

5-20%

0-15%

15-25%

Acceptable (Maximum)

8%

17%

30%

90%

15%

35%

23%

30%


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