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Washington State PERS 3

Washington State PERS 3

40/60

40% Equity

U.S. Large-Cap Blend
10% U.S. Large-Cap Equity Index
U.S. Small-Cap Value
10% U.S. Small-Cap Value Equity
International Large-Cap Blend
16% Global Equity
Emerging Markets
4% Emerging Markets

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% U.S. Large-Cap Equity Index
U.S. Small-Cap Value
15% U.S. Small-Cap Value Equity
International Large-Cap Blend
24% Global Equity
Emerging Markets
6% Emerging Markets

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% U.S. Large-Cap Equity Index
U.S. Small-Cap Value
20% U.S. Small-Cap Value Equity
International Large-Cap Blend
32% Global Equity
Emerging Markets
8% Emerging Markets

20% Fixed Income

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

The following asset classes are missing from this portfolio:

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

REITs
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