Index Balanced Portfolio

Domestic Equity
International Equity
Real Estate
Fixed Income
Money Market/Bank Account

Total Annual Asset-Based Fee* 0.12%

* Includes the program management fee and the estimated underlying fund expenses based on the most recent fund prospectuses dated prior to September 30, 2021.

Underlying Investment Funds

  • Vanguard Total Stock Market Index Fund

    36%
  • Vanguard Total Bond Market Index Fund

    20%
  • Vanguard Total International Stock Index Fund

    20%
  • Vanguard Short-Term Bond Index Fund

    6%
  • Vanguard High-Yield Corporate Fund

    6%
  • Vanguard Short-Term Inflation-Protected Securities Index Fund

    4%
  • Vanguard Total International Bond Index Fund

    4%
  • Vanguard Real Estate Index Fund

    4%