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 48% Domestic Equity, 27% International Equity, 5% Real Estate, and 20% Fixed Income.

Underlying Investments

  • Vanguard Total Stock Market Index Fund 27%
  • Vanguard Total International Stock Index Fund 16%
  • T. Rowe Price Large-Cap Growth Fund 8.5%
  • Vanguard Equity-Income Fund 8.5%
  • MetWest Total Return Bond Fund 7.5%
  • Vanguard Total Bond Market Index Fund 7.5%
  • American Funds EuroPacific Growth Fund 5.5%
  • Dodge & Cox International Stock Fund 5.5%
  • Vanguard Real Estate Index Fund 5%
  • Vanguard Short-Term Bond Index Fund 3%
  • DFA U.S. Small Cap Value Portfolio 2%
  • Vanguard Explorer Fund 2%
  • Vanguard Global Credit Bond Fund 2%

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