Socially Aware Balanced Static

The Socially Aware Balanced Static Investment Option invests in a combination of domestic and international equity, domestic and international fixed income, and/or cash investments in order to seek long-term growth with the potential to earn income. This portfolio has a target allocation of 33% Domestic Equity, 17% International Equity, 47.5% Domestic Fixed Income, and 2.5% International Fixed Income.

Underlying Investments

  • iShares ESG MSCI USA ETF 30.5%
  • iShares ESG U.S. Aggregate Bond ETF 30%
  • iShares ESG MSCI EAFE ETF 13.5%
  • iShares ESG 1-5 year USD Corp Bd ETF 11%
  • Vanguard Short-Term Inflation- Protected Fund 4%
  • iShares ESG MSCI EM ETF 3.5%
  • iShares ESG Advanced Hi Yld Corp Bd ETF 2.5%
  • iShares ESG Aware MSCI USA Small-Cap ETF 2.5%
  • Vanguard Total International Bond ETF 1.5%
  • VanEck Vectors JP Morgan EM LC Bd ETF 1%

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