Portfolios: Growth

Investment Strategy

• Seeks to provide high long-term capital appreciation with low current income.
• A broadly diversified portfolio, investing in a combination of mutual funds consisting of approximately 80% stocks (U.S. and non-U.S.) and 20% bonds.
• Emphasis on stocks for capital appreciation.
• Core equity exposure blends growth and value styles.

Portfolio Highlights

• Balances the growth potential of stocks with a small allocation to bonds for stability.
• Diversifies across four asset classes, 7 funds and multiple managers.
• Maintain a focused target asset allocation for a growth investor through regular rebalancing.