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 71% fixed income, 9% money market, 14% domestic equity, 4% international equity, and 2% real estate.

Underlying Investments

  • Vanguard Short-Term Bond ETF 25%
  • Vanguard Short-Term Inflation-Protected Securities ETF 11%
  • Fidelity U.S. Bond Index Fund 10%
  • MetWest Total Return Bond Fund 10%
  • PGIM Total Return Bond Fund 10%
  • State Street U.S. Government Money Market Fund 9%
  • Vanguard Total Stock Market ETF 6%
  • DFA World ex U.S. Government Fixed Income Portfolio 5%
  • Fidelity Total International Index Fund 4%
  • Dodge & Cox Stock Fund 3%
  • T. Rowe Price Large-Cap Growth Fund 3%
  • Vanguard Real Estate ETF 2%
  • Northern Small Cap Value SMA 1%
  • Vanguard Explorer Fund 1%