Portfolio Investment Objective
This portfolio is invested to focus on current income with a very modest opportunity for capital appreciation. It is designed for an intermediate investment horizon with only modest volatility expected.
Risk Profile
Allocation Ranges
- 5%-30% – Money Market
- 55%-85% – Bonds
- 10%-35% – Large Cap Equities
- 0%-10% – Small Cap Equities
- 0%-10% – International Equities
Portfolio Composition
- 15% – Fidelity Money Market
- 39% – Dodge & Cox Income
- 11% – Vanguard Short Bond Index
- 15% – Washington Mutual
- 5% – Touchstone Sands Select Growth
- 5% – Russell 1000 Growth Index
- 3%- Champlain Small Company
- 4% – S&P Small Cp 600 Index
- 3% – Vanguard Total Int’l Stock
Model Performance
*Returns for greater than one year are annualized. Past performance does not guarantee future results.
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