Conservative Static

The Conservative Static Investment Option invests in a combination of fixed income, money market, and equity investments in order to seek income with the potential for low to moderate long-term growth. This portfolio has a target allocation of 13% Domestic Equity, 5% International Equity, 2% Global Real Estate, 71% Fixed Income, and 9% Cash Equivalents.

Underlying Investments

  • Vanguard Short-Term Bond ETF 25%
  • Fidelity U.S. Bond Index Fund 12%
  • Vanguard Short-Term Inflation-Protected Securities ETF 11%
  • MetWest Total Return Bond Fund 9%
  • PGIM Total Return Bond Fund 9%
  • Vanguard Total Stock Market ETF 8%
  • Vanguard Global Credit Bond Fund 5%
  • State Street U.S. Government Money Market Fund 4.5%
  • Union Bank/Nelnet Bank Savings 4.5%
  • Fidelity Total International Index Fund 3%
  • Dodge & Cox Stock Fund 2.5%
  • T. Rowe Price Large-Cap Growth Fund 2.5%
  • iShares Global REIT ETF 2%
  • American Funds EuroPacific Growth Fund 1%
  • Dodge & Cox International Stock Fund 1%