Moderately Aggressive Option
The Investment Option seeks to provide long-term capital appreciation with low income potential.
The Investment Option invests in four Vanguard stock index funds, one Schwab index ETF, three Vanguard bond index funds, one American Funds bond fund and one BlackRock (iShares) bond index fund. Through its investment in these Underlying Investments, the Investment Option allocates approximately 75% of its assets to stocks and 25% of its assets to investment-grade bonds.
The Investment Option has a number of investment related risks. For a list and descriptions of the risks associated with the Vanguard funds, BlackRock funds, American Funds and Schwab funds, see Explanations of Investment Risk Factors in the Plan Disclosure Statement.