Portfolio Overview

The Portfolio seeks growth of capital and low to moderate current income.

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

U.S. Equities 32%
International Equities 15%
Real Estate Equities 3%
Fixed Income 50%

Real EstateInternational Equity
U.S. EquityFixed Income
Money Market

The Underlying Mutual Funds

Fund Percent
Fixed Income
Vanguard Total Bond Market Index Fund 35%
Vanguard Short‐Term Inflation‐Protected Securities Index Fund 4%
Vanguard Short‐Term Bond Index Fund 11%
Real Estate
Vanguard Real Estate Index Fund 3%
Fund Percent
Domestic (U.S.) Equity
Vanguard Total Stock Market Index Fund 32%
International Equity
Vanguard Total International Stock Index Fund 15%

Portfolio Performance1

As of April 30, 2019

PortfolioYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Ages 13-149.46%4.66%6.47%n/an/a6.22%0.29%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
Fixed Income FundsExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total Bond Market Index Fund
Fact Sheet, Prospectus, Annual Report
0.04%VBTIX1.62%-0.01%-0.01%2.04%2.47%3.45%9/18/95
Vanguard Short-Term Inflation-Protected Securities Index Fund
Fact Sheet, Prospectus, Annual Report
0.04%VTSPX-0.25%0.59%0.59%1.39%0.57%0.30%10/17/12
Vanguard Short-Term Bond Index Fund
Fact Sheet, Prospectus, Annual Report
0.05%VBITX1.45%1.37%1.37%1.36%1.26%1.25%9/27/11
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