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Moderate Option

Moderate Pie Chart - 55% Bonds, 45% Stocks

Objective:

The Investment Option primarily seeks to provide capital appreciation and secondarily provide moderate current income.

Strategy:

The Investment Option allocates approximately 45% of its assets to stocks and 55% of its assets to investment-grade bonds.This option invests in the following funds:

  • 15.75% Vanguard Institutional Index Fund (VIIIX)

  • 13.50% Vanguard Extended Market Index Fund (VEMPX)

  • 8.10% iShares Core MSCI EAFE ETF (IEFA)

  • 3.15% Schwab Emerging Markets Equity ETF (SCHE)

  • 4.50% Schwab US REIT ETF (SCHH)

  • 16.50% Vanguard Total Bond Market Index Fund (VBMPX)

  • 13.75% Vanguard Short-Term Bond Index Fund (VBIPX)

  • 19.25% Vanguard Short-Term Inflation-Protected Securities Index Fund (VTAPX)

  • 5.50% 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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