Portfolio Options
If you are looking for advice on how to allocate your plan account, Scarborough offers two portfolio options: the Elite Index Portfolios or our sample investment mixes of the core funds.
Elite Index Portfolios
The Elite Index Portfolios are professionally managed strategic allocations of primarily no-load, index mutual funds* from the Vanguard Group. See this fact sheet for more information. The program offers five risk-based portfolios with different blends of fixed income and stock funds to meet the changing objectives of retirement investors over their lifetimes. Complete this personalized Risk Tolerance Questionnaire to help you choose the Elite Index Portfolio that is right for you.
Sample Investment Mixes of the Plan’s Core Funds
Scarborough can help you create an investment mix that is appropriate for your risk tolerance, financial goals, investment experience and time horizon. Our sample investment mixes range from conservative to aggressive growth. Your investment mix should reflect your own personal situation. Complete the Risk Tolerance Questionnaire to help guide you to a portfolio that may be appropriate for you. You are also free to select your own mix of Plan investments.
| Sample Investment Mixes | Conservative | Conservative Growth | Moderate Growth | Growth | Aggressive Growth | |||||
| Stable Value Fund | 50% | 40% | 25% | 5% | 0% | |||||
| Dodge & Cox Income Fund | 17% | 13% | 9% | 5% | 0% | |||||
| PIMCO Income Fund | 8% | 7% | 6% | 10% | 0% | |||||
| Vanguard 500 Index Fund | 5% | 6% | 9% | 10% | 14% | |||||
| Dodge & Cox Stock Fund | 5% | 6% | 8% | 14% | 14% | |||||
| Vanguard PRIMECAP Fund | 4% | 8% | 12% | 18% | 22% | |||||
| T.Rowe Price Mid-Cap Value Fund | 4% | 7% | 10% | 12% | 16% | |||||
| Vanguard Explorer Fund | 2% | 4% | 8% | 10% | 14% | |||||
| FMI International Fund | 2% | 3% | 5% | 6% | 7% | |||||
| MFS International New Discovery Fund | 1% | 3% | 4% | 6% | 8% | |||||
| Cohen & Steers Realty Shares Fund | 2% | 3% | 4% | 4% | 5% | |||||
| 100% | 100% | 100% | 100% | 100% | ||||||
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These are sample investment mixes for an investor with a long-term time horizon (10+ years). You should create an investment mix based on your individual situation, risk tolerance, current assets and time to goal. |
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