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

Growth & Income Pie Q3 17

  • 5%  –  Fidelity Money Market
  • 25% – Dodge & Cox Income
  • 20% – Washington Mutual Investors
  • 10% – Touchstone Sands Capital Growth
  • 10% – Russell 1000 Growth Index
  • 17%  -S&P Small Cap 600 Index
  • 13% – Harbor International

Model Performance


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

To download a PDF copy click here Growth Portfolio Description