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 34% domestic equity, 13% international equity, 3% real estate, and 50% fixed income.

Underlying Investments

  • Vanguard Total Stock Market ETF 14%
  • Fidelity Total International Index Fund 13%
  • Vanguard Short-Term Bond ETF 11%
  • Fidelity U.S. Bond Index Fund 10%
  • MetWest Total Return Bond Fund 10%
  • PGIM Total Return Bond Fund 9%
  • Dodge & Cox Stock Fund 8%
  • T. Rowe Price Large-Cap Growth Fund 8%
  • DFA World ex U.S. Government Fixed Income Portfolio 6%
  • Vanguard Short-Term Inflation-Protected Securities ETF 4%
  • Vanguard Real Estate ETF 3%
  • Northern Small Cap Value SMA 2%
  • Vanguard Explorer Fund 2%