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Seattle Children’s Hospital 401(k) Recommendations

The plan recommendations below are based on choices available as of January 8, 2016. 

Aggressive Allocation

%

Stock

  • Fidelity Spartan 500 Index (FXSIX) 12% 12%
  • Allianz Value (ANDAX) 13% 13%
  • Fidelity Low Priced Stock (FLPSX) 25% 25%
  • Dodge & Cox International Stock (DODFX) 40% 40%
  • DFA Emerging Markets (DFEMX) 10% 10%

Moderate Allocation

%

Stock

  • Fidelity Spartan 500 Index (FXSIX) 7% 7%
  • Allianz Value (ANDAX) 8% 8%
  • Fidelity Low Priced Stock (FLPSX) 15% 15%
  • Dodge & Cox International Stock (DODFX) 24% 24%
  • DFA Emerging Markets (DFEMX) 6% 6%
  • Western Asset Bond Fund (WACPX) 40% 40%

Conservative Allocation

%

Stock

  • Fidelity Spartan 500 Index (FXSIX) 5% 5%
  • Allianz Value (ANDAX) 5% 5%
  • Fidelity Low Priced Stock (FLPSX) 10% 10%
  • Dodge & Cox International Stock (DODFX) 16% 16%
  • DFA Emerging Markets (DFEMX) 4% 4%
  • Western Asset Bond Fund (WACPX) 60% 60%

 

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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