Socially Aware Aggressive Static

The Socially Aware Aggressive 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 51% Domestic Equity, 29% International Equity, 19% Domestic Fixed Income, and 1% International Fixed Income.

Underlying Investments

  • iShares ESG MSCI USA ETF 47%
  • iShares ESG MSCI EAFE ETF 23%
  • iShares ESG U.S. Aggregate Bond ETF 14.5%
  • iShares ESG MSCI EM ETF 6%
  • iShares ESG Aware MSCI USA Small-Cap ETF 4%
  • iShares ESG 1-5 year USD Corp Bd ETF 3%
  • iShares ESG Advanced Hi Yld Corp Bd ETF 1.5%
  • VanEck Vectors JP Morgan EM LC Bd ETF 0.5%
  • Vanguard Total International Bond ETF 0.5%

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