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
U.S. EquityFixed Income
Money Market
The Underlying Mutual Funds
| Fund | Percent |
| Money Market | |
| Vanguard Cash Reserves Federal 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 May 31, 2023
| Portfolio | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date |
| Ages 19+ | 1.94% | 1.49% | 1.14% | 0.03% | 1.39% | 1.11% | 0.24% | 9/28/16 |
Underlying Mutual Fund Performance3
As of 3/31/2022
| Fixed Income Funds | Expense Ratio | Ticker | QTR | YTD | 1yr | 3yr | 5yr | 10yr or Life of Fund | Inception Date | |
| Vanguard Total Bond Market Index Fund Fact Sheet, Prospectus, Annual Report | 0.04% | VBTIX | -5.98% | -5.98% | -4.07% | 1.71% | 2.14% | 2.21% | 9/18/95 | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Fact Sheet, Prospectus, Annual Report | 0.04% | VTSPX | -0.29% | -0.29% | 3.88% | 4.35% | 3.08% | 1.74% | 10/17/12 | |
| Vanguard Short-Term Bond Index Fund Fact Sheet, Prospectus, Annual Report | 0.05% | VBITX | -3.39% | -3.39% | -3.85% | 1.08% | 1.39% | 1.30% | 9/27/11 | |
| Money Market Fund | Expense Ratio | Ticker | QTR | YTD | 1yr | 3yr | 5yr | 10yr or Life of Fund | Inception Date | |
| Vanguard Cash Reserves Federal Money Market Fund* Fact Sheet, Prospectus, Annual Report | 0.10% | VMRXX | 0.01% | 0.01% | 0.03% | 0.75% | 1.15% | 0.68% | 10/3/89 | |