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% Global Real Estate, and 50% Fixed Income.

Underlying Investments

  • Vanguard Total Stock Market ETF 18%
  • Fidelity U.S. Bond Index Fund 12%
  • Vanguard Short-Term Bond ETF 11%
  • Fidelity Total International Index Fund 10%
  • MetWest Total Return Bond Fund 9%
  • PGIM Total Return Bond Fund 9%
  • Dodge & Cox Stock Fund 5.5%
  • T. Rowe Price Large-Cap Growth Fund 5.5%
  • Vanguard Global Credit Bond Fund 5%
  • Vanguard Short-Term Inflation-Protected Securities ETF 4%
  • American Funds EuroPacific Growth Fund 3%
  • Dodge & Cox International Stock Fund 3%
  • iShares Global REIT ETF 3%
  • Northern Small Cap Value SMA 1%
  • Vanguard Explorer Fund 1%