Core Balanced Static

The Core Balanced Static Investment Option invests in a combination of domestic and international equity, global real estate, 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 3% Global Real Estate, 31% Domestic Equity, 16% International Equity, 47.5% Domestic Fixed Income, and 2.5% International Fixed Income.

Underlying Investments

  • iShares Core S&P Total US Stock Market ETF 31%
  • iShares Core US Aggregate Bond ETF 30%
  • Vanguard FTSE Developed Markets ETF 13%
  • Vanguard Short-Term Bond ETF 11%
  • Vanguard Short-Term Inflation- Protected Fund 4%
  • Vanguard FTSE Emerging Markets ETF 3%
  • iShares Global REIT ETF 3%
  • iShares Broad USD High Yield Corp Bd ETF 2.5%
  • Vanguard Total International Bond ETF 1.5%
  • VanEck Vectors JP Morgan EM LC Bd ETF 1%

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