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

Growth & Income Pie Q3 17

  • 8% – Fidelity Money Market
  • 32% – Dodge & Cox Income
  • 10% – Vanguard Short Bond Index
  • 16% – Washington Mutual Investors
  •   8% – Touchstone Sands Capital Growth
  • 7%-    Russell 1000 Growth Index
  • 11%  – S&P Small Cap 600 Index
  • 8%  –  Harbor International

Model Performance


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

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