Age-Based Index (15 to 16 years old)
4.0% State Street S&P 500® Index (N/A)
1.0% State Street MSCI® ACWI ex USA Index (N/A)
2.0% DFA World ex-US Government Fixed Income (DWFIX)
15.0% iShares Core US Aggregate ETF (AGG)
18.0% Vanguard Short-Term Bond ETF (BSV)
5.0% Vanguard Short-Term Inflation-Protected ETF (VTIP)
Portfolio Description: The Age-Based Index Investment Option seeks to provide a balance of capital appreciation and current income through the use of index-based investments. This strategy is based on accepting the risks associated with stocks, which have the potential to provide high returns, and seeking to balance the effects of volatility through diversification in fixed-income securities.
Objectives: For Beneficiaries 15 to 16, this Portfolio seeks to provide current income and some growth of capital by investing 5% of its assets in diversified investments of domestic and international equity funds, 35% domestic and international fixed income funds, 35% money market funds, 5% inflation-protected funds, and 20% FDIC-insured savings account.
Strategies: The Portfolio invests in index funds and cash equivalents according to a fixed formula that typically results in an allocation of 4% domestic equity funds, 1% international equity funds, 2% international bond funds, 33% fixed income funds, 20% FDIC-insured savings account, 5% inflation-protected fund, and 35% money market funds. The Portfolio manages cash flows to maintain the stated asset allocation.
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Expense Ratio: The estimated overall expense ratio for this Portfolio is:
1 As of May 31, 2018.
Historical prices: Search for historical price information