Balanced Static

The Balanced Static Investment Option invests in a combination of equity, fixed income, real estate, and money market investments in order to seek long-term growth with the potential to earn income. This portfolio has a target allocation of 34% domestic equity, 13% international equity, 3% real estate, and 50% fixed income.

Underlying Investments

  • Vanguard Total Bond Market Index Fund 15%
  • MetWest Total Return Bond Fund 14%
  • Vanguard Total Stock Market Index Fund 14%
  • Vanguard Total International Stock Index Fund 13%
  • Vanguard Short-Term Bond Index Fund 11%
  • T. Rowe Price Large-Cap Growth Fund 8%
  • Vanguard Equity-Income Fund 8%
  • DFA World ex-U.S. Government Fixed Income Fund 6%
  • Vanguard Short-Term Inflation-Protected Securities Index Fund 4%
  • Vanguard Real Estate Index Fund 3%
  • DFA U.S. Small Cap Value Portfolio 2%
  • Vanguard Explorer Fund 2%

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