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 31% Domestic Equity, 16% International Equity, 3% Real Estate, and 50% Fixed Income.

Underlying Investments

  • Vanguard Total Stock Market Index Fund 18%
  • MetWest Total Return Bond Fund 15%
  • Vanguard Total Bond Market Index Fund 15%
  • Vanguard Short-Term Bond Index Fund 11%
  • Vanguard Total International Stock Index Fund 10%
  • T. Rowe Price Large-Cap Growth Fund 5.5%
  • Vanguard Equity-Income Fund 5.5%
  • Vanguard Global Credit Bond Fund 5%
  • Vanguard Short-Term Inflation-Protected Securities Index Fund 4%
  • American Funds EuroPacific Growth Fund 3%
  • Dodge & Cox International Stock Fund 3%
  • Vanguard Real Estate Index Fund 3%
  • DFA U.S. Small Cap Value Portfolio 1%
  • Vanguard Explorer Fund 1%

Ready to open your account?

Enroll Today