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Washington PERS

State of Washington PERS

40/60

40% Equity

U.S. Large-Cap Blend
10% Vanguard Institutional Index
U.S. Small-Cap Growth
5%  Wells Fargo Stable Value
U.S. Small-Cap Value
5%  Vanguard Small Cap
International Large-Cap
20%  Vanguard Small Cap Value


60% Fixed Income

Intermediate Bond
40% Washington State Bond
Short-Term Bond
20%  Money Market

 

60/40

60% Equity

U.S. Large-Cap Blend
15% Vanguard Institutional Index
U.S. Small-Cap Growth
7%  Wells Fargo Stable Value
U.S. Small-Cap Value
8%  Vanguard Small Cap
International Large-Cap
30%  Vanguard Small Cap Value

40% Fixed Income

Intermediate Bond
24% Washington State Bond
Short-Term Bond
16%  Money Market

 

80/20

80% Equity

U.S. Large-Cap Blend
20% Vanguard Institutional Index
U.S. Small-Cap Growth
10%  Wells Fargo Stable Value
U.S. Small-Cap Value
5%  Vanguard Small Cap
International Large-Cap
40%  Vanguard Small Cap Value


20% Fixed Income

Intermediate Bond
12% Washington State Bond
Short-Term Bond
8%  Money Market

 

The following asset classes are missing from this portfolio:

Emerging Markets
U.S. REITS
International REITS
International Small Value
TIPS (inflation-protected)

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: