Rebalancing for You


The Plan’s risk-based profile portfolios are designed to provide participants with diversified fund options that align with their desired investment objectives and risk tolerance. Each portfolio is comprisedof major asset classes for which allocations vary between funds according to the desired risk-return relationship. 

Working with its investment consultant, the Board regularly reviews the composition of each portfolio to ensure the optimal balance between risk and return. Effective June 28, 2018, the profile portfolios will undergo changes incomposition to optimize their risk-return balance. The revised optimized allocations for each portfolio are shownin the pie charts below.

Michael Hilleary