|
Aggressive
Portfolio
| Stocks
90% |
| Bonds 5% |
| Cash
5% |
Annualized 5yr return* 19.40%
Expense Ratio
0.85%
Ave. Morningstar Rating 4.6 |
Moderately Aggressive Portfolio
| Stocks 75% |
| Bonds 15% |
| Cash 10% |
Annualized 5yr return* 16.57%
Expense Ratio
0.79%
Ave. Morningstar Rating 4.6 |
|
 Moderate
Portfolio
| Stocks
60% |
| Bonds 25% |
| Cash 15% |
Annualized 5yr return* 14.19%
Expense Ratio
0.78%
Ave. Morningstar Rating 4.7
|
 Moderately
Conservative Portfolio
| Stocks
45% |
| Bonds 35% |
| Cash 20% |
Annualized 5yr return* 11.66%
Expense Ratio
0.72%
Ave. Morningstar Rating 4.75
|
|
Conservative
Portfolio
| Stocks
30% |
| Bonds 45% |
| Cash
25% |
Annualized 5yr return* 9.24%
Expense Ratio
0.71%
Ave. Morningstar Rating 4.85 |
Ultra Conservative Portfolio
| Stocks
15% |
| Bonds 55% |
| Cash
30% |
Annualized 5yr return* 7.23%
Expense Ratio
0.68%
Ave. Morningstar Rating 4.95 |