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Puyallup Tribe Benefit Plan

Puyallup Tribe benefit plan

40/60

40% Equity

U.S. Large-Cap Blend
9% 500 Index Fund
U.S. Small-Cap Blend
9% DFA U.S. Small-Cap
International Large-Cap Growth
14% International  Equity Index Fund
Emerging Markets
4% Oppenheimer Developing Markets
REITs
4% Real Estate Security Fund

60% Fixed Income

Intermediate Bond
60% Total Bond Market

 

60/40

60% Equity

U.S. Large-Cap Blend
13% 500 Index Fund
U.S. Small-Cap Blend
14% DFA U.S. Small-Cap
International Large-Cap Growth
21% International  Equity Index Fund
Emerging Markets
6% Oppenheimer Developing Markets
REITs
6% Real Estate Security Fund

40% Fixed Income

Intermediate Bond
40% Total Bond Market

80/20

80% Equity

U.S. Large-Cap Blend
18% 500 Index Fund
U.S. Small-Cap Blend
18% DFA U.S. Small-Cap
International Large-Cap Growth
28% International  Equity Index Fund
Emerging Markets
8% Oppenheimer Developing Markets
REITs
8% Real Estate Security Fund

20% Fixed Income

Intermediate Bond
20% Total Bond Market

The following asset classes are missing from this portfolio:

U.S. Large-Cap Value
U.S. Small-Cap Value
International Large-Cap Value
International Small-Cap Growth
International Small-Cap Value

Short-Term Bonds
TIPS

 

You should try to invest in as many of these asset classes as possible through IRA or individual taxable accounts to arrive at a portfolio that comes close to the chart below:

401411-allocation chart.png