Socially Aware Moderate Growth Static

The Socially Aware Moderate Growth Static Investment Option invests in a combination of U.S. equity, non-U.S. equity, fixed income, non-U.S. fixed income, and cash investments in order to seek long-term growth with the potential to earn income. This portfolio has a target allocation of 27% U.S. Equity, 20% Non-U.S. Equity, 47% U.S. Fixed Income, 5% Non-U.S. Fixed Income, and 1% Cash.

Underlying Investments

  • iShares Core US Aggregate Bond ETF 37%
  • iShares ESG MSCI USA ETF 24%
  • iShares ESG MSCI EAFE ETF 14%
  • Vanguard Short-Term Bond ETF 10%
  • iShares ESG MSCI EM ETF 6%
  • Nuveen ESG Small-Cap ETF 3%
  • VanEck Vectors JP Morgan EM LC Bd ETF 3%
  • Vanguard Total International Bond ETF 2%
  • Goldman Sachs Financial Square Government Money Market 1%

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