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Moderately Aggressive Option

Moderately Aggressive Pie Chart - 25% Bonds, 75% Stocks

Objective:

The Investment Option seeks to provide long-term capital appreciation with low income potential.

Strategy:

The Investment Option allocates approximately 75% of its assets to stocks and 25% of its assets to investment-grade bonds. The option invests in the following funds:

  • 26.25% Vanguard Institutional Index Fund (VIIIX)

  • 22.50% Vanguard Extended Market Fund (VEMPX)

  • 13.50% iShares Core MSCI EAFE ETF (IEFA)

  • 5.25% Schwab Emerging Markets Equity ETF (SCHE)

  • 7.50% Vanguard Total Bond Market Index Fund (VBMPX)

  • 6.25% Vanguard Short-Term Bond Index Fun (VBIPX)

  • 8.75% Vanguard Short-Term Inflation-Protected Securities Index Fund (VTAPX)

  • 2.50% 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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