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Portfolio Overview

The Portfolio seeks growth of capital.

The Portfolio invests in a targeted mix of stock mutual funds that represent various asset classes and sectors.

U.S. Equities 56%
International Equities 36%
Real Estate Equities 8%

Real EstateInternational Equity
U.S. EquityFixed Income
Money Market

The Underlying Mutual Funds

Fund Percent
Real Estate
Vanguard REIT Index Fund 8%
Domestic (U.S.) Equity
Vanguard Total Stock Market Index Fund 56%
Fund Percent
International Equity
Vanguard Total International Stock Index Fund 36%

Portfolio Performance1

As of January 31, 2017

PortfolioYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Ages 0-22.50%6.30%n/an/an/a3.34%0.31%9/28/16

Underlying Mutual Fund Performance3

As of December 31, 2016

Domestic Equity FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total Stock Market Index Fund
Fact Sheet, Prospectus, Annual Report
0.02%VITSX4.12%12.67%12.67%8.39%14.63%7.24%8/2/10
International Equity FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total International Stock Index Fund
Fact Sheet, Prospectus, Annual Report
0.10%VTSNX-1.92%4.70%4.70%-1.32%5.53%3.02%8/2/10
Real Estate FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard REIT Index Fund
Fact Sheet, Prospectus, Annual Report
0.10%VGSNX-2.94%8.51%8.51%13.14%11.79%5.26%8/2/10