Skip to main content

Aggressive Option

Objective:

The Investment Option seeks to provide long-term capital appreciation.

Strategy:

The Investment Option invests in three 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 90% of its assets to stocks and 10% of its assets to bonds.

Risks:

The Investment Option has a number of investment related risks. For a list and descriptions of the risks associated with the Vanguard funds, BlackRock ETF, American Funds bond fund and Schwab ETF, see the Plan Disclosure Statement.

Search historical prices