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 53% domestic equity, 22% international equity, 5% real estate, and 20% fixed income.

Underlying Investments

  • Fidelity Total International Index Fund 22%
  • Vanguard Total Stock Market ETF 21%
  • Dodge & Cox Stock Fund 13%
  • T. Rowe Price Large-Cap Growth Fund 13%
  • Fidelity U.S. Bond Index Fund 5%
  • Vanguard Real Estate ETF 5%
  • MetWest Total Return Bond Fund 4%
  • PGIM Total Return Bond Fund 4%
  • Vanguard Short-Term Bond ETF 4%
  • DFA World ex U.S. Government Fixed Income Portfolio 3%
  • Northern Small Cap Value SMA 3%
  • Vanguard Explorer Fund 3%