Model Allocations for: North Carolina 401(k) & 457 plans
|
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. |
 |
|||||
| Investment | Asset Class | 90% Stocks | 70% Stocks | 50% Stocks | 30% Stocks | |
| Stocks | North Carolina Large Cap Index |
US Large Blend | 38% | 31% | 23% | 15% |
| North Carolina Large Cap Core | US Large Blend | 10% | 7% | 5% | 3% | |
| North Carolina Small/Mid Cap Index | US Small Blend | 15% | 12% | 9% | 6% | |
| North Carolina Small/Mid Cap Core | US Small Blend | 5% | 4% | 3% | 2% | |
| North Carolina International Index |
International Core Stock | 16% | 12% | 7% | 3% | |
| North Carolina International | International Core Stock | 6% | 4% | 3% | 1% | |
| Total Stocks: | 90% | 70% | 50% | 30% | ||
| Bonds | North Carolina Stable Value | Investment Grade Bonds | 2% | 6% | 9% | 13% |
| North Carolina Fixed Income | Investment Grade Bonds | 3% | 9% | 15% | 20% | |
| North Carolina Fixed Income Index | Investment Grade Bonds | 4% | 12% | 20% | 28% | |
| North Carolina Inflation Responsive | TIPs | 1% | 3% | 6% | 9% | |
| Total Bonds: | 10% | 30% | 50% | 70% | ||
*Investment options as of: Winter of 2018
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.