{"id":3229,"date":"2022-02-18T19:47:07","date_gmt":"2022-02-18T19:47:07","guid":{"rendered":"http:\/\/sandbox.planmember.com\/fcdev\/ibew-neca\/?page_id=3229"},"modified":"2022-02-26T19:26:47","modified_gmt":"2022-02-26T19:26:47","slug":"portfolio-options","status":"publish","type":"page","link":"http:\/\/sandbox.planmember.com\/ibew-neca\/ibew-local-unions-savings-and-security-plan\/portfolio-options\/","title":{"rendered":"Portfolio Options"},"content":{"rendered":"

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.<\/p>\n

Elite Index Portfolios<\/strong><\/p>\n

The Elite Index Portfolios are professionally managed strategic allocations of primarily no-load, index mutual funds* from the Vanguard Group. See this fact sheet<\/a> 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<\/a> to help you choose the Elite Index Portfolio that is right for you.<\/p>\n

Sample Investment Mixes of the Plan’s Core Funds<\/strong><\/p>\n

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<\/a> 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.<\/p>\n

 <\/p>\n

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
<\/td>\nSample Investment Mixes<\/strong><\/td>\nConservative<\/strong><\/td>\nConservative Growth<\/strong><\/td>\nModerate Growth<\/strong><\/td>\nGrowth<\/strong><\/td>\nAggressive Growth<\/strong><\/td>\n<\/tr>\n
<\/td>\nStable Value Fund<\/td>\n50%<\/td>\n40%<\/td>\n25%<\/td>\n5%<\/td>\n0%<\/td>\n<\/tr>\n
<\/td>\nDodge & Cox Income Fund<\/td>\n17%<\/td>\n13%<\/td>\n9%<\/td>\n5%<\/td>\n0%<\/td>\n<\/tr>\n
<\/td>\nPIMCO Income Fund<\/td>\n8%<\/td>\n7%<\/td>\n6%<\/td>\n10%<\/td>\n0%<\/td>\n<\/tr>\n
<\/td>\nVanguard 500 Index Fund<\/td>\n5%<\/td>\n6%<\/td>\n9%<\/td>\n10%<\/td>\n14%<\/td>\n<\/tr>\n
<\/td>\nDodge & Cox Stock Fund<\/td>\n5%<\/td>\n6%<\/td>\n8%<\/td>\n14%<\/td>\n14%<\/td>\n<\/tr>\n
<\/td>\nVanguard PRIMECAP Fund<\/td>\n4%<\/td>\n8%<\/td>\n12%<\/td>\n18%<\/td>\n22%<\/td>\n<\/tr>\n
<\/td>\nT.Rowe Price Mid-Cap Value Fund<\/td>\n4%<\/td>\n7%<\/td>\n10%<\/td>\n12%<\/td>\n16%<\/td>\n<\/tr>\n
<\/td>\nVanguard Explorer Fund<\/td>\n2%<\/td>\n4%<\/td>\n8%<\/td>\n10%<\/td>\n14%<\/td>\n<\/tr>\n
<\/td>\nFMI International Fund<\/td>\n2%<\/td>\n3%<\/td>\n5%<\/td>\n6%<\/td>\n7%<\/td>\n<\/tr>\n
<\/td>\nMFS International New Discovery Fund<\/td>\n1%<\/td>\n3%<\/td>\n4%<\/td>\n6%<\/td>\n8%<\/td>\n<\/tr>\n
<\/td>\nCohen & Steers Realty Shares Fund<\/td>\n2%<\/td>\n3%<\/td>\n4%<\/td>\n4%<\/td>\n5%<\/td>\n<\/tr>\n
<\/td>\n<\/td>\n100%<\/strong><\/td>\n100%<\/strong><\/td>\n100%<\/strong><\/td>\n100%<\/strong><\/td>\n100%<\/strong><\/td>\n<\/tr>\n
\n

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.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

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<\/p>\n","protected":false},"author":11,"featured_media":0,"parent":3148,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"wf_page_folders":[117],"acf":[],"yoast_head":"\r\nPortfolio Options - IBEW-NECA<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"http:\/\/sandbox.planmember.com\/ibew-neca\/ibew-local-unions-savings-and-security-plan\/portfolio-options\/\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Portfolio Options - IBEW-NECA\" \/>\r\n<meta property=\"og:description\" content=\"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\" \/>\r\n<meta property=\"og:url\" content=\"http:\/\/sandbox.planmember.com\/ibew-neca\/ibew-local-unions-savings-and-security-plan\/portfolio-options\/\" \/>\r\n<meta property=\"og:site_name\" content=\"IBEW-NECA\" \/>\r\n<meta property=\"article:modified_time\" content=\"2022-02-26T19:26:47+00:00\" \/>\r\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\r\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\r\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"http:\/\/sandbox.planmember.com\/ibew-neca\/ibew-local-unions-savings-and-security-plan\/portfolio-options\/\",\"url\":\"http:\/\/sandbox.planmember.com\/ibew-neca\/ibew-local-unions-savings-and-security-plan\/portfolio-options\/\",\"name\":\"Portfolio Options - 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