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 May 31, 2019

PortfolioYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Ages 19+2.11%1.46%3.25%n/an/a1.38%0.32%9/28/16

Underlying Mutual Fund Performance3

As of 12/31/2018

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
Money Market FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Prime Money Market Fund*
Fact Sheet, Prospectus, Annual Report
0.10%VMRXX0.07%2.01%2.01%1.21%0.76%0.50%10/3/89