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 Real Estate 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 June 30, 2019

PortfolioYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Ages 0-216.74%3.42%6.08%n/an/a10.26%0.30%9/28/16

Underlying Mutual Fund Performance3

As of 12/31/2018

Domestic Equity FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total Stock Market Index Fund
Fact Sheet, Prospectus, Annual Report
0.02%VSMPX-14.26%-5.15%-5.15%9.01%n/a6.33%4/28/15
International Equity FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total International Stock Index Fund
Fact Sheet, Prospectus, Annual Report
0.09%VTSNX-11.66%-14.39%-14.39%4.56%0.97%3.38%11/29/10
Real Estate FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Real Estate Index Fund
Fact Sheet, Prospectus, Annual Report
0.10%VGSNX-6.46%-5.93%-5.93%2.31%7.41%12.07%12/2/03