All Equity Static

The All Equity Static Investment Option seeks long-term growth by investing all of its assets in equity investments. This portfolio has a target allocation of 58% Domestic Equity, 36% International Equity, and 6% Global Real Estate.

Underlying Investments

  • Vanguard Total Stock Market ETF 33%
  • Fidelity Total International Index Fund 23%
  • Dodge & Cox Stock Fund 10%
  • T. Rowe Price Large-Cap Growth Fund 10%
  • American Funds EuroPacific Growth Fund 6.5%
  • Dodge & Cox International Stock Fund 6.5%
  • iShares Global REIT ETF 6%
  • Northern Small Cap Value SMA 2.5%
  • Vanguard Explorer Fund 2.5%