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Sarah Gedney (need company name)

San Francisco Deferred Compensation (Updated 6.21.18)

40/60

40% Equity

U.S. Large-Cap Blend
4% S&P 500 Index Fund
U.S. Small-Cap Blend
14% Small Company Value Index Fund
International Large-Cap Growth
20% International Equity Index Fund
REIT
2% Real Estate Investment Trust Fund

60% Fixed Income

Intermediate Bond
45% Investment Grade Bond Index Fund
Inflation Protected Securities
15% Inflation Protected Treasury Index Fund

60/40

60% Equity

U.S. Large-Cap Blend
6% S&P 500 Index Fund
U.S. Small-Cap Blend
21% Small Company Value Index Fund
International Large-Cap Growth
30% International Equity Index Fund
REIT
3% Real Estate Investment Trust Fund

40% Fixed Income

Intermediate Bond
30% Investment Grade Bond Index Fund
Inflation Protected Securities
10% Inflation Protected Treasury Index Fund

80/20

80% Equity

U.S. Large-Cap Blend
8% S&P 500 Index Fund
U.S. Small-Cap Blend
28% Small Company Value Index Fund
International Large-Cap Growth
40% International Equity Index Fund
REIT
4% Real Estate Investment Trust Fund

20% Fixed Income

Intermediate Bond
15% Investment Grade Bond Index Fund
Inflation Protected Securities
5% Inflation Protected Treasury Index Fund

The following asset classes are missing from this portfolio:
International REITs
International Small-Cap Value

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