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 18.00%

Vanguard Total Stock Market ETF’s Complete Fund Information URL
Fidelity U.S. Bond Index Fund 12.00%

Fidelity U.S. Bond Index Fund’s Complete Fund Information URL
Vanguard Short-Term Bond ETF 11.00%

Vanguard Short-Term Bond ETF’s Complete Fund Information URL
Fidelity Total International Index Fund 10.00%

Fidelity Total International Index Fund’s Complete Fund Information URL
PGIM Total Return Bond Fund 9.00%

PGIM Total Return Bond Fund’s Complete Fund Information URL
TCW MetWest Total Return Bond Fund 9.00%

TCW MetWest Total Return Bond Fund’s Complete Fund Information URL
Dodge & Cox Stock Fund 5.50%

Dodge & Cox Stock Fund’s Complete Fund Information URL
T. Rowe Price Large-Cap Growth Fund 5.50%

T. Rowe Price Large-Cap Growth Fund’s Complete Fund Information URL
Vanguard Global Credit Bond Fund 5.00%
Vanguard Short-Term Inflation-Protected Securities ETF 4.00%

Vanguard Short-Term Inflation-Protected Securities ETF’s Complete Fund Information URL
American Funds EUPAC Fund 3.00%
Dodge & Cox International Stock Fund 3.00%
iShares Global REIT ETF 3.00%
Avantis U.S. Small Cap Value 529 1.00%

Avantis U.S. Small Cap Value 529’s Complete Fund Information URL
Vanguard Explorer Fund 1.00%

Vanguard Explorer Fund’s Complete Fund Information URL