Conservative Growth – APL Clients

Conservative Growth Model
(for APL)
Security
Allocation Category Security Description Symbol
15.0% Aggressive Growth
4.0% Vanguard Explorer VEXRX
4.0% Vanguard Mid Capitalization Index Fund VMCIX
7.0% Vanguard Small Cap Value Index Fund VSIIX
20.0% Long Term Growth
6.0% Vanguard Institutional Index Fund VINIX
7.0% Vanguard Windsor II VWNAX
7.0% Vanguard PRIMECAP Fund VPMAX
25.0% Growth & Income
7.0% Vanguard Dividend Growth VDIGX
6.0% Vanguard Equity-Income Fund VEIPX
7.0% Vanguard Wellington Fund VWELX
5.0% Vanguard Convertible Securities Fund VCVSX
25.0% Income
10.0% APL Stable Value Fund
5.0% Vanguard Short-Term Bond Index VBISX
5.0% Vanguard Long-Term Investment-Grade Bond Fund VWESX
5.0% Vanguard High-Yield Corp Bond Fund VWEHX
15.0% Foreign Equity
5.0% Vanguard International Explorer Fund VINEX
5.0% Vanguard Emerging Mkts Stock Idx Fund VERSX
5.0% Vanguard International Value VTRIX
0.0% Foreign Income
No options available
100.0% 100.0%
Reviewed by Investment Committee: 4/25/12