Capital Appreciation – APL Clients

Capital Appreciation Model
(for APL Retirement Plan)
Security
Allocation Category Security Description Symbol
25.0% Aggressive Growth
5.0% Vanguard Capital Opportunity Fund VHCOX
10.0% Vanguard Mid Capitalization Index Fund VMCIX
10.0% Vanguard Small Cap Value Index Fund VSIIX
30.0% Long Term Growth
15.0% Vanguard Institutional Index Fund VINIX
15.0% Vanguard PRIMECAP Fund VPMAX
25.0% Growth & Income
10.0% Vanguard Equity-Income Fund VEIPX
10.0% Vanguard Wellington Fund VWELX
5.0% Vanguard Convertible Securities Fund VCVSX
20.0% Foreign Equity
5.0% Vanguard International Explorer Fund VINEX
5.0% Vanguard Emerging Mkts Stock Idx Fund VERSX
10.0% Vanguard International Growth Fund VWILX
100.0% 100.0%
Reviewed by Investment Committee: 4/25/12