Johnson Controls Growth Model Portfolios
- Rob Schmansky
- Oct 17, 2014
- 1 min read
Fund Name Growth 100 Growth 80 Growth 60
Domestic Equity
BlackRock Equity Index 9 7 5
Vanguard Windsor II Adm 9 7 5
BlackRock MidCap Equity Index 9 7 5
JP Morgan Mid Cap Value 9 7 5
Small Cap Value (Index) 12 10 10
Invesco Small Cap Growth 6 4
International Equity
BlackRock EAFE Equity Index 24 21 15
Dodge & Cox International Stock 12 7 5
Stability & Income
BlackRock US Debt Index 0 5 10
Fixed Income Funds (stable value) 0 10 20
Templeton Global Bond 0 5 10
Inflation Hedge
SSgA Real Asset Non-Lending Class C 10 10 10
The above model portfolios do not represent an investment recommendation, nor do they represent portfolios Clear Financial Advisors may recommend for clients. Individuals should consult a qualified financial advisor for an assessment of their need and ability to take various investment risks, in consideration of their personal goals, assets, income flows, and preference for various types of investment risk. The growth model portfolios above represent a starting point for considering an investment portfolio built for long-term (7-10+ years) objectives. They do not suggest that an investment in your employer plan is appropriate, or that any of the portfolios here are the best place for you to invest.