Investment Portfolios
Balanced Income
50% Equities
50% Fixed Income
Moderate
60% Equities
40% Fixed Income
Moderate Growth
70% Equities
30% Fixed Income
Growth
80% Equities
20% Fixed Income
Aggressive Growth
90% Equities
10% Fixed Income
Strategic Allocation
A strategically-managed model with a varying allocation.
Global Equity
0% Fixed Income
Fixed Income
100% Fixed Income
Balanced Income
This portfolio maintains an even 50/50 allocation between fixed income and equity mutual funds.
%
Equities
%
Fixed Income
Equity Funds
- VTSAX 32.48%
- VMVAX 5%
- VITAX 3.5%
- VSMAX 3.5%
- VGLSX 3.0%
- VTIAX 0.63%
- DFISX 0.63%
- VEMAX 0.63%
- DEMSX 0.63%
Fixed Income Funds
- VBIRX 45%
- VBTLX 2.5%
- DFIGX 2.5%
Moderate
This portfolio uses an allocation of 60% equities and 40% fixed income mutual funds.
%
Equities
%
Fixed Income
Equity Funds
- VTSAX 39.0%
- VMVAX 6%
- VITAX 4.20%
- VSMAX 4.2%
- VGSLX 3.6%
- VTIAX .75%
- DFISX .75%
- VEMAX .75%
- DEMSX .75%
Fixed Income Funds
- VBIRX 36%
- VBTLX 2%
- DFIGX 2%
Moderate Growth
This portfolio is designed to use a 70% allocation to equities and 30% allocation to fixed income.
%
Equities
%
Fixed Income
Equity Funds
- VTSAX 45.48%
- VMVAX 7%
- VITAX 4.9%
- VSMAX 4.9%
- VGSLX 4.2%
- VTIAX 0.88%
- DFISX 0.88%
- VEMAX 0.88%
- DEMSX 0.88%
Fixed Income Funds
- VBIRX 27%
- VBTLX 1.5%
- DFIGX 1.5%
Growth
This portfolios provides an 80% allocation to equities and a 20% allocation to fixed income.
%
Equities
%
Fixed Income
Equity Funds
- VTSAX 52.0%
- VMVAX 8%
- VITAX 5.6%
- VSMAX 5.6%
- VGSLX 4.8%
- VTIAX 1.0%
- DFISX 1.0%
- VEMAX 1.0%
- DEMSX 1.0%
Fixed Income Funds
- VBIRX 18%
- VBTLX 1%
- DFIGX 1%
Aggressive Growth
This portfolio maintains a 90% allocation to equities and a 10% allocation to fixed income.
%
Equities
%
Fixed Income
Equity Funds
- VTSAX 58.48%
- VMVAX 9%
- VITAX 6.3%
- VSMAX 6.3%
- VGSLX 5.4%
- VTIAX 1.13%
- DFISX 1.13%
- VEMAX 1.13%
- DEMSX 1.13%
Fixed Income Funds
- VBIRX 9.0%
- VBTLX 0.5%
- DFIGX 0.5%
Global Equity
This portfolio is entirely weighted to equity-based mutual funds.
%
Equities
%
Fixed Income
Equity Funds
- VTSAX 65.0%
- VMVAX 10.0%
- VITAX 7.0%
- VSMAX 7.0%
- VGSLX 6.0%
- VTIAX 1.25%
- DFISX 1.25%
- VEMAX 1.25%
- DEMSX 1.25%
Fixed Income Funds
- VBIRX 0.0%
- VBTLX 0.0%
- DFIGX 0.0%
Fixed Income
This portfolio is entirely weighted to fixed income based mutual funds.
%
Equities
%
Fixed Income
Equity Funds
- VTSAX 0.00%
- VSMAX 0.00%
- VMVAX 0.00%
- VGSLX 0.00%
- VTIAX 0.00%
- DFISX 0.00%
- VEMAX 0.00%
- DEMSX 0.00%
Fixed Income Funds
- VBIRX 90.0%
- VBLTX 5.0%
- DFIGX 5.0%
Strategic Allocation
This portfolio is strategically-managed and the allocation between equities and fixed income is subject to change over time.
%
Equities
%
Fixed Income
Equity Funds
- VTSAX 35.8%
- VSMAX 6.1%
- VMVAX 7.2%
- VGLSX 3.3%
- VTIAX 0.07%
- DFISX 0.07%
- VEMAX 0.07%
- DEMSX 0.07%
Fixed Income Funds
- VBIRX 20.0%
- VBTLX 5.0%
- VWEAX 20.0%