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Moderately Conservative

Moderately Conservative Pie Chart - 45% Bonds, 30% Stocks, 25% Cash

Objective:

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

Strategy:

The Investment Option allocates approximately 30% of its assets to stocks, 45% of its assets to investment-grade bonds and 25% to cash. This option invests in the following funds:

  • 10.50% Vanguard Institutional Index Fund (VIIIX)

  • 9.00% Vanguard Extended Market Index Fund (VEMPX)

  • 5.40% iShares Core MSCI EAFE ETF (IEFA)

  • 2.10% Schwab Emerging Markets Equity ETF (SCHE)

  • 3.00% Schwab US REIT ETF (SCHH)

  • 13.50% Vanguard Total Bond Market Index Fund (VBMPX)

  • 11.25% Vanguard Short-Term Bond Index Fund (VBIPX)

  • 15.75% Vanguard Short-Term Inflation-Protected Securities Index Fund (VTAPX)

  • 4.50% iShares Core International Aggregate Bond ETF (IAGG)

  • 25.00% 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 and Sallie Mae High Yield Savings Account – Investment Risks in the Plan Disclosure Statement.

 

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