Income Model Portfolio

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

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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
  • 15% –  Dodge & Cox Income
  •  35% – Vanguard Short Term Bond
  • 13% –  Washington Mutual
  •   4% –  Fidelity Growth Discovery
  •   6% –  Russell 1000 Growth Index
  •   3%-   Glenmede Small Cap Equity
  •   4%  –  S&P Small Cp 600 Index
  •   5%  –  Vanguard Total Int’l Stock

Model Performance

To view performance, download a PDF copy by clicking on the link below.

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

To download a PDF copy click here Income Model Portfolio