Objectives: Moderate Growth Static Investment Option seeks to provide growth of capital and some current income by investing 61% of its assets in diversified investments of domestic and international equity funds, 4% real estate funds, 31% domestic and international fixed income funds and 4% money market funds.
Strategies: The Investment Option invests in funds according to a fixed formula that typically results in an allocation of 46% domestic equity funds, 4% real estate funds, 15% international equity funds, 3% international bond funds, 28% fixed income funds and 4% money market funds. The Investment Option manages cash flows to maintain the stated asset allocation. The stock holdings in the underlying investments consist primarily of large-cap U.S. stocks and to a lesser extent, mid- and small-cap U.S. stocks and foreign stocks.
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Expense Ratio: The estimated overall expense ratio for this Portfolio is:
|Underlying Estimated Fund Expenses:1
|Program Management Fee:
|State Administrative Fee:
1As of May 31, 2018.
Historical prices: Search for historical price information