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: