Growth Model Portfolio

Portfolio Investment Objective

This portfolio is invested to focus on achieving capital appreciation. It may experience increased levels of short-term volatility and is suited for a long-term investment time horizon. Diversification and the use of fixed income securities are used to manage risk.

Risk Profile

Risk-picture-GrowthAllocation Ranges

  • 0%-25%  –  Money Market
  • 20%-50% – Bonds
  • 20%-60% – Large Cap Equities
  • 5%-30%  –  Small Cap Equities
  • 0%-25%  –  International Equities

Portfolio Composition

  • 10% – Fidelity Money Market
  • 10% – Dodge & Cox Income
  • 10%-  Vanguard ST Bond Index
  • 22% – Washington Mutual Investors
  •   8% – Touchstone Sands Capital Growth
  • 10% – Russell 1000 Growth Index
  •   8%-  Champlain Small Company
  •   7%-  S&P Small Cap 600 Index
  •  15%- Vanguard Total Intl Stock Index

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

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