Investment Fund Choices

Pie Charts of Investment Fund choices
.
The investment objectives and the types of investments used for these Funds are as follows:
 
Fund A (Fixed Income) – is invested in fixed income investments (bonds and cash equivalents). 
  
Fund B1 (Conservative Balanced) – is invested 40% in equity investments (stocks) and 60% in fixed income (bonds and cash equivalents)

Fund B2 (Moderate Balanced) – is invested 50% in stocks and 50% in fixed income (bonds and cash equivalents).  

Fund B3 (Aggressive Balanced) – is invested 65% in stocks and 35% in fixed income (bonds and cash equivalents). 


Asset Allocation Targets

    Asset Class
    A
    B1
    B2
    B3
    International Equity
    0%
    10%
    10%
    25%
    United States Equity
    0%
    30%
    40%
    40%
    Sum of Equities
    0%
    40%
    50%
    65%
    Fixed Income
    50%
    45%
    40%
    25%
    Short Term Fixed Income
    50%
    0%
    0%
    0%
    Inflation Protection
    0%
    15%
    10%
    10%
    Sum of Fixed
    100%
    60.0%
    50.0%
    35.0%