Northwest Kidney Centers
Northwest kidney Centers (Updated 5.30.18)
40/60
40% Equity
U.S. Large-Cap Blend
5% Vanguard 500 Index Admiral
U.S. Small-Cap Growth
15% Vanguard Extended Market Index
International Large-Cap Growth
20% American Funds EuroPacific Growth R6
60% Fixed Income
Intermediate-Term Bond
45% Metropolitan West Total Return Bond Plan
Short-Term Bond
15% Guaranteed Income Fund
60/40
60% Equity
U.S. Large-Cap Blend
7.5% Vanguard 500 Index Admiral
U.S. Small-Cap Growth
22.5% Vanguard Extended Market Index
International Large-Cap Growth
30% American Funds EuroPacific Growth R6
40% Fixed Income
Intermediate-Term Bond
30% Metropolitan West Total Return Bond Plan
Short-Term Bond
10% Guaranteed Income Fund
80/20
80% Equity
U.S. Large-Cap Blend
10% Vanguard 500 Index Admiral
U.S. Small-Cap Growth
30% Vanguard Extended Market Index
International Large-Cap Growth
40% American Funds EuroPacific Growth R6
20% Fixed Income
Intermediate-Term Bond
15% Metropolitan West Total Return Bond Plan
Short-Term Bond
5% Guaranteed Income Fund
The following asset classes are missing from this portfolio:
Int'l Small-Cap Value
U.S. REITS
Int'l REITS
TIPS
You should try to invest in as many of these asset classes as possible through IRA or individual taxable accounts to arrive at a portfolio that comes close to the chart below: