Growth Static

The Growth Static Investment Option invests in a combination of equity, fixed income and real estate investments in order to seek long-term growth with the potential to earn low to moderate income. This portfolio has a target allocation of 53% domestic equity, 22% international equity, 5% real estate, and 20% fixed income.

Underlying Investments

  • Vanguard Total International Stock Index Fund 22%
  • Vanguard Total Stock Market Index Fund 21%
  • T. Rowe Price Large-Cap Growth Fund 13%
  • Vanguard Equity-Income Fund 13%
  • Vanguard Total Bond Market Index Fund 7%
  • MetWest Total Return Bond Fund 6%
  • Vanguard Real Estate Index Fund 5%
  • Vanguard Short-Term Bond Index Fund 4%
  • DFA U.S. Small Cap Value Portfolio 3%
  • DFA World ex-U.S. Government Fixed Income Fund 3%
  • Vanguard Explorer Fund 3%

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