Growth Static

The Growth Static Investment Option invests in a combination of equity, fixed income and real estate investments in order to seek long-term growth with the potential to earn low to moderate income. This portfolio has a target allocation of 48% Domestic Equity, 27% International Equity, 5% Global Real Estate, and 20% Fixed Income.

Underlying Investments

  • Vanguard Total Stock Market ETF 27%
  • Fidelity Total International Index Fund 16%
  • Dodge & Cox Stock Fund 8.5%
  • T. Rowe Price Large-Cap Growth Fund 8.5%
  • Fidelity U.S. Bond Index Fund 6%
  • American Funds EUPAC Fund 5.5%
  • Dodge & Cox International Stock Fund 5.5%
  • iShares Global REIT ETF 5%
  • MetWest Total Return Bond Fund 4.5%
  • PGIM Total Return Bond Fund 4.5%
  • Vanguard Short-Term Bond ETF 3%
  • Northern Small Cap Value SMA 2%
  • Vanguard Explorer Fund 2%
  • Vanguard Global Credit Bond Fund 2%