iShares S&P 500 Stock Index ETF (IVV)
22.65%
Investment diversity and a defined level of risk
Target risk portfolios
Scholar’s Edge target risk portfolios provide access to broad asset classes, combining exchange traded funds, mutual funds, and life insurance funding agreements.
Our target risk portfolio investments maintain a defined level of risk and asset allocation. The more conservative the risk target, the more focused toward capital preservation. The higher the risk target, the more focused toward capital appreciation.
Download all portfolio options (PDF)Asset allocation
The data shown above is effective August 30, 2024.
Aggressive portfolio
Principal Blue Chip R6 Fund (PGBHX)
11.35%
Principal Equity Income Inst Fund (PEIIX)
11.35%
Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX)
9.10%
iShares Small Cap Index ETF (IJR)
6.05%
Principal Diversified International R6 Fund (PDIFX)
22.50%
DFA Emerging Markets Fund (DFEMX)
2.50%
Principal Real Estate Securities R6 Fund (PFRSX)
2.50%
Principal Core Fixed Income Fund (PICNX)
9.60%
iShares Core U.S. Aggregate Bond ETF (AGG)
2.40%
Moderate portfolio
iShares S&P 500 Stock Index ETF (IVV)
17.80%
Principal Blue Chip R6 Fund (PGBHX)
8.95%
Principal Equity Income Inst Fund (PEIIX)
8.95%
Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX)
4.20%
iShares Small Cap Index ETF (IJR)
2.10%
Principal Diversified International R6 Fund (PDIFX)
15.05%
DFA Emerging Markets Fund (DFEMX)
0.95%
Principal Core Fixed Income Fund (PICNX)
26.90%
iShares Core U.S. Aggregate Bond ETF (AGG)
6.70%
Principal Short-Term Income Inst Fund (PSHIX)
4.20%
Scholar’s Edge Guaranteed Contract
4.20%
Conservative portfolio
iShares S&P 500 Stock Index ETF (IVV)
10.00%
Principal Blue Chip R6 Fund (PGBHX)
5.00%
Principal Equity Income Inst Fund (PEIIX)
5.00%
Principal Diversified International R6 Fund (PDIFX)
7.05%
DFA Emerging Markets Fund (DFEMX)
0.45%
Principal Core Fixed Income Fund (PICNX)
34.80%
iShares Core U.S. Aggregate Bond ETF (AGG)
8.70%
Principal Short-Term Income Inst Fund (PSHIX)
14.50%
Scholar’s Edge Guaranteed Contract
14.50%
Fixed income portfolio
Principal Core Fixed Income Fund (PICNX)
40.00%
iShares Core U.S. Aggregate Bond ETF (AGG)
10.00%
Principal Short-Term Income Inst Fund (PSHIX)
20.00%
Scholar’s Edge Guaranteed Contract
30.00%
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Price & performance
Access detailed performance and expense ratio information available by portfolio.