Model Allocations for: Hamilton Medical
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 Dividend Growth | US Large Blend | 6% | 5% | 4% | 3% | |
Vanguard Equity Income | US Large Value | 22% | 17% | 12% | 7% | |
Vanguard Mid-Cap Index | US Mid Blend | 9% | 7% | 5% | 3% | |
Columbia Mid Cap Value | US Mid Value | 9% | 7% | 5% | 3% | |
Vanguard Total International Stock Market | International Core Equity | 24% | 18% | 12% | 6% | |
Total Stocks: | 90% | 70% | 50% | 30% | ||
Bonds | Vanguard Retire Savings Trust | Investment Grade Bonds | 5% | 14% | 23% | 32% |
Vanguard Intermediate-Term Bond Index | Investment Grade Bonds | 5% | 14% | 23% | 32% | |
Loomis Sayles Bond | High Yield Bonds | 2% | 4% | 6% | ||
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.