Parkinson's Enrollment - Web Book - Ready - Flipbook - Page 28
PARKINSON'S FOUNDATION RETIREMENT PLAN
MODEL INVESTMENT PORTFOLIOS
as of December 31, 2022
Conservative
Moderately Conservative
Short-Term Investor- Will Need Access to
Money within 3 Years
Very Uncomfortable with any Risk
Exposure
May be Suitable for 3 to 5 Year Time
Horizon
Willing to Take Minimal Risk for Possible
Growth
Vanguard US Growth Admir
Vanguard Equity-Income Adm
JPMorgan Mid Cap Growth
Vanguard Mid-Cap Value Ind
American Funds Europacific
Cohen & Steers Instl Realty
Vanguard Inflation-Protected
Dodge & Cox Income
PIMCO Income Instl
Invesco Stable Value Trust I
Vanguard US Growth Admiral
6%
Vanguard Equity-Income Adm
9%
JPMorgan Mid Cap Growth R
2%
Vanguard Mid-Cap Value Ind
2%
Vanguard Small Cap Index Adm
4%
American Funds Europacific G
3%
Vanguard Materials Index Adm
1%
Cohen & Steers Instl Realty S
3%
Vanguard Inflation-Protected
6%
Dodge & Cox Income
7%
PIMCO Income Instl
7%
Invesco Stable Value Trust I
50%
100
2%
3%
1%
1%
1%
2%
6%
12%
7%
65%
50
25
25
Moderate
Moderately Aggressive
Aggressive
Less Risk with 50% of Portfolio
Long-Term Time Horizon
Not Intimidated by Market Volatility
50% Growth Oriented with Stock Funds
Comfortable Investing Majority in Stocks
Ambitious Investment Goals
Vanguard US Growth Admiral
Vanguard Equity-Income Adm
JPMorgan Mid Cap Growth R
Vanguard Mid-Cap Value Index
Vanguard Small Cap Index Adm
American Funds Europacific G
Invesco International Small-M
Vanguard Materials Index Adm
Cohen & Steers Instl Realty S
Dodge & Cox Income
PIMCO Income Instl
Dodge & Cox Global Bond
Invesco Stable Value Trust I
Vanguard US Growth Admiral
Vanguard Equity-Income Adm
JPMorgan Mid Cap Growth R
Vanguard Mid-Cap Value Index
Vanguard Small Cap Index Adm
American Funds Europacific G
Invesco International Small-M
Vanguard Materials Index Adm
Cohen & Steers Instl Realty S
PIMCO Income Instl
Dodge & Cox Global Bond
Vanguard US Growth Admiral&trad
Vanguard Equity-Income Adm
JPMorgan Mid Cap Growth R6
Vanguard Mid-Cap Value Index A
Vanguard Small Cap Index Adm
American Funds Europacific Grow
Invesco International Small-Mid C
Vanguard Materials Index Admiral
Cohen & Steers Instl Realty Shares
Vanguard Inflation-Protected Secs
Dodge & Cox Income
PIMCO Income Instl
Dodge & Cox Global Bond
Invesco Stable Value Trust I
25
25
25
25
11%
10%
3%
3%
6%
5%
4%
3%
5%
6%
6%
6%
6%
26%
20
20
20
20
20
9%
8%
8%
7%
15%
8%
7%
3%
5%
5%
5%
5%
15%
20
20
20
20
20
15%
10%
12%
8%
20%
8%
7%
5%
5%
5%
5%