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Growth Option

Growth Pie Chart - 40% Bonds, 60% Stocks

Objective:

The Investment Option seeks to provide capital appreciation and low current income.

Strategy:

The Investment Option allocates approximately 60% of its assets to stocks and 40% of its assets to investment-grade bonds. This option invests in the following funds:

  • 21.00% Vanguard Institutional Index Fund (VIIIX)

  • 18.00% Vanguard Extended Market Index Fund (VEMPX)

  • 10.80% iShares Core MSCI EAFE ETF (IEFA)

  • 4.20% Schwab Emerging Markets Equity ETF (SCHE)

  • 6.00% Schwab US REIT ETF (SCHH)

  • 12.00% Vanguard Total Bond Market Index Fund (VBMPX)

  • 10.00% Vanguard Short-Term Bond Index Fund (VBIPX)

  • 14.00% Vanguard Short-Term Inflation-Protected Securities Index Fund (VTAPX)

  • 4.00% iShares Core International Aggregate Bond ETF (IAGG)

  • 0.00% Sallie Mae High Yield Savings Account

Risks:

The Investment Option has a number of investment related risks. For a list and descriptions of the risks associated with the Vanguard funds, BlackRock funds and Schwab funds, see Explanations of Investment Risk Factors in the Plan Disclosure Statement.

 

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