Age-Based Aggressive Ages 0-2

//Age-Based Aggressive Ages 0-2
Age-Based Aggressive Ages 0-2 2016-11-08T10:44:05+00:00
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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 December 31, 2017

PortfolioYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Ages 0-221.81%5.30%21.81%n/an/a17.75%0.31%9/28/16

Underlying Mutual Fund Performance3

As of 9/30/2017

Domestic Equity FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total Stock Market Index Fund
Fact Sheet, Prospectus, Annual Report
0.02%VITSX4.55%13.97%18.66%n/an/a9.36%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%VTSNX5.97%21.63%19.30%5.32%7.51%5.67%8/2/10
Real Estate FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard REIT Index Fund
Fact Sheet, Prospectus, Annual Report
0.10%VGSNX0.87%3.49%0.45%9.55%9.50%6.05%8/2/10