Portfolio Overview

The Portfolio seeks growth of current income, consistent with preservation of capital.

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

Fixed Income 50%
Money Market 50%

Real EstateInternational Equity
U.S. EquityFixed Income
Money Market

The Underlying Mutual Funds

Fund Percent
Money Market
Vanguard Prime Money Market Fund 50%
Fixed Income
Vanguard Total Bond Market Index Fund 15%
Vanguard Short‐Term Inflation‐Protected Securities Index Fund 15%
Vanguard Short‐Term Bond Index Fund 20%

Portfolio Performance1

As of March 31, 2021

PortfolioYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Ages 19+-0.60%-0.60%1.31%2.47%n/a1.73%0.32%9/28/16

Underlying Mutual Fund Performance3

As of 12/31/20

Fixed Income FundsExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total Bond Market Index Fund
Fact Sheet, Prospectus, Annual Report
0.04%VBTIX0.03%8.73%8.73%4.03%3.01%3.70%9/18/95
Vanguard Short-Term Inflation-Protected Securities Index Fund
Fact Sheet, Prospectus, Annual Report
0.04%VTSPX1.29%4.99%4.99%3.44%2.78%1.40%10/17/12
Vanguard Short-Term Bond Index Fund
Fact Sheet, Prospectus, Annual Report
0.05%VBITX0.29%4.71%4.71%3.64%2.72%1.62%9/27/11
Money Market FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Prime Money Market Fund*
Fact Sheet, Prospectus, Annual Report
0.10%VMRXX0.01%0.57%0.57%1.62%1.30%0.70%10/3/89