Portfolio Investment Objective
This portfolio is invested to provide current income with very low expected volatility. It is designed for a short investment horizon or other special situation requiring relatively low risk.
- 50%-75% – Money Market
- 20%-25% – Short Term Bonds
- 5%-25% – Intermediate Bonds
- 60% – Fidelity Money Market
- 25% – Vanguard Short Term Bond Index
- 15% – Dodge & Cox Income
*Returns greater than one year are annualized. Past performance does not guarantee future results.
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