Growth and Income Model Portfolio

Portfolio Investment Objective

This portfolio is invested to achieve a reasonable balance between income and capital appreciation. It is designed for a long-term investment horizon with annual volatility expected.

Risk Profile

Risk-picture-G&IAllocation Ranges

  • 0% – 20%  –  Money Market
  • 30%-60% – Bonds
  • 20%-60% – Large Cap Equities
  • 0%-20%  –  Small Cap Equities
  • 0%-20%  –  International Equities

Portfolio Composition

  • 10% – Fidelity Money Market
  • 15% – Dodge & Cox Income
  • 25% – Vanguard Short Term Bond
  • 17% – Washington Mutual Investors
  •   7% – Fidelity Growth Discovery
  •   8%   Russell 1000 Growth Index
  •   4%-  Glenmede Small Cap Equity
  •   6%  – S&P Small Cap 600 Index
  •   8%  – Vanguard Total Int’l Index

Portfolio Performance

To view performance, download a PDF copy by clicking on the link below.

*Returns for greater than one year are annualized.  Past performance does not guarantee future results.

To download a PDF copy click here Growth and Income Portfolio