Model Allocations for: Duke University
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We have built four asset allocations with the investment options available in your plan*. Feel free to use the allocations as given, or modify them to your preference. For instance, in order to do a 60% stock allocation, you would split the difference between the 70 and 50 allocations. |
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| Investment | Asset Class | 90% Stocks | 70% Stocks | 50% Stocks | 30% Stocks | |
| Stocks | Vanguard 500 Index | US Large Blend | 20% | 16% | 12% | 8% |
| Vanguard Windsor II | US Large Value | 18% | 14% | 10% | 6% | |
| Vanguard Small-Cap Index | US Small Blend | 9% | 7% | 5% | 3% | |
| Vanguard Small-Cap Value Index | US Small Value | 9% | 7% | 5% | 3% | |
| Vanguard REIT Index | Real Estate | 9% | 7% | 5% | 3% | |
| Vanguard Total International Stock Index | International Core Stock | 25% | 19% | 13% | 7% | |
| Total Stocks: | 90% | 70% | 50% | 30% | ||
| Bonds | Vanguard Short-Term Investment Grade | Investment Grade Bonds | 8% | 25% | 40% | 55% |
| Vanguard High Yield Corporate | High Yield Bonds | 1% | 2% | 4% | 6% | |
| Vanguard Inflation-Protected Securities | TIPs | 1% | 3% | 6% | 9% | |
| Total Bonds: | 10% | 30% | 50% | 70% | ||
*Investment options as of: Fall of 2016
If your investment options have changed since this date, please email us a list of your new options. We will contact you when we've reviewed them and made any necessary changes to our allocations.