Virginia Mason 401(k) Recommendations

The plan recommendations below are based on choices available as of January 11, 2016. 

Aggressive Allocation

%

Stock

  • Vanguard Inst Index (VINIX) 13% 13%
  • Dodge & Cox Stock (DODGX) 12% 12%
  • William Blair Small/Mid (WSMDX) 7% 7%
  • Fidelity Low Priced Stock (FLPSX) 18% 18%
  • Fidelity Spartan Intl Index (FSIIX) 50% 50%

Moderate Allocation

%

Stock

  • Vanguard Inst Index (VINIX) 8% 8%
  • Dodge & Cox Stock (DODGX) 7% 7%
  • William Blair Small/Mid (WSMDX) 4% 4%
  • Fidelity Low Priced Stock (FLPSX) 11% 11%
  • Fidelity Spartan Intl Index (FSIIX) 30% 30%
  • PIMCO Low Duration (PTLAX) 12% 12%
  • Vanguard Ttl Bond Market Index (VBTIX) 28% 28%

Conservative Allocation

%

Stock

  • Vanguard Inst Index (VINIX) 5% 5%
  • Dodge & Cox Stock (DODGX) 5% 5%
  • William Blair Small/Mid (WSMDX) 3% 3%
  • Fidelity Low Priced Stock (FLPSX) 7% 7%
  • Fidelity Spartan Intl Index (FSIIX) 20% 20%
  • PIMCO Low Duration (PTLAX) 18% 18%
  • Vanguard Ttl Bond Market Index (VBTIX) 42% 42%

 

Disclosures

This information is provided by Merriman Wealth Management, LLC, a registered investment advisor, and is believed to be from reliable sources, but no guarantee is made as to accuracy or completeness. The investment securities and strategies discussed are not suitable for all investors. Recommendations are of a general nature, not based on knowledge of any individual’s specific needs or circumstances, and there is no intent to provide individual investment advisory, supervisory or management services.

Merriman Wealth Management, LLC is not an authorized representative of the company sponsor and its retirement plans

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