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

  • 20% – Fidelity Money Market
  • 10% – Dodge & Cox Income
  • 20% – Vanguard Short Bond Index
  • 17% – Washington Mutual Investors
  •   7% -Fidelity Growth Discovery
  • 8%-   Russell 1000 Growth Index
  • 4%-  Champlain Small Company
  • 6%  – S&P Small Cap 600 Index
  • 8%  –  Vanguard Total Int’l Index

Portfolio Performance

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

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