|
San Bernardino
City Unified School District
457(b) Deferred
Compensation Plan
Investment Options
Portfolio Fund
Information
and Investment Fund Links
Click
HERE
for 4th Quarter 2011 Plan Performance
Preservation
Portfolio
The
Preservation Portfolio seeks to preserve the principal
amount from potential losses due to financial risks.
The targeted annual rate of return is 4-8%. The asset
allocation is as follows:
Conservative
Portfolio
The
Conservative Portfolio seeks to preserve the principal
amount and have moderate growth. The targeted annual
rate of return is 8-10%. The asset allocation is as follows:
Moderately
Conservative Portfolio
The
Moderately Conservative Portfolio seeks growth of capital
with low volatility. The targeted annual rate of
return is 10-14%. The asset allocation is as follows:
Growth
Portfolio
The
Growth Portfolio seeks growth. The targeted annual
rate of return is 12-18%. The asset allocation is as
follows:
Aggressive
Growth Portfolio
The
Aggressive Growth Portfolio seeks growth. The targeted
annual rate of return is 15-20%. The asset allocation
is as follows:
Updated:
January 11, 2012
San Bernardino
Unified School District
Investment Fund Links
4th Quarter 2011
Click on
funds below for more information
DFA
Asia Pacific Small Company Portfolio (DFRSX)
DFA
Continental Small Company (DFCSX)
DFA
Emerging Markets Value (DFEVX)
DFA
Intermediate Govt. Fixed-Income (DFIGX)
DFA Int'l Small Cap Value (DISVX)
DFA
U.S. Large Cap Value I (DFLVX)
DFA
U.S. Small Cap Value I (DFSVX)
DFA
U.S. Small Cap I (DFSTX)
Fidelity Contrafund (FCNTX)
Harbor Bond Instl. (HABDX)
Vanguard 500 Index (VFINX)
Wells Fargo Stable Return Fund
Updated:
January 29, 2012 |
