Conservative Growth
The Conservative Growth portfolio solution is designed for those with current, ongoing grants who are also seeking to invest for future grants in approximately 5-10 years. This investment option is intended to preserve a majority of principal while investing a moderate portion into equities (stocks).
Expense Ratio
Last updated 09/30/2025
0.01%
Risk/granting time horizon
Returns
Last updated 09/30/2025
Qtr
4.30%
1 Yr
8.93%
5 Yrs
5.46%
10 Yrs
6.47%
Target Allocation
Underlying funds
Management
Active funds focus on outperforming the market compared to a specific benchmark through a portfolio manager’s selections. Passive funds seek to mimic benchmarks by tracking an index
passive
Goal
Seeks to provide current income and low to moderate capital appreciation through a target allocation of 40% stocks and 60% bonds.