PMC Foundation Series Portfolios
Comprehensive, diversified solutions designed for low-minimum investors
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Allocation of Moderate Portfolios
*Passive holdings represent the Fidelity (NFS) version of these portfolios
Asset Class Holding Allocation
Large-Cap Growth
ClearBridge Large Cap Growth
19.10%
Large-Cap Value
Federated Hermes Strategic Value Div
19.10%
Small-Cap Core
Delaware Small Cap Core
3.70%
Int'l Developed Markets
Hartford Schroders International Stk
18.10%
Intermediate Bond
American Century Diversified Bond
38.00%
Cash
2.00%
Active
Asset Class Holding* Allocation
Large-Cap Growth
Fidelity® 500 Index
38.20%
Small-Cap Core
Fidelity® Small Cap Index
3.70%
Int'l Developed Markets
Fidelity® International Index
18.10%
Intermediate Bond
Fidelity® US Bond Index
38.00%
Cash
2.00%
Passive
Asset Class Holding Allocation
Large-Cap Growth
ActivePassive US Equity ETF
42.20%
Int'l Developed Markets
ActivePassive Int'l Equity ETF
17.80%
Intermediate Bond
ActivePassive Core Bond ETF
38.00%
Cash
2.00%
Asset Class Holding Allocation
Large-Cap Growth
TIAA-CREF Social Choice Eq Retail
38.20%
Small-Cap Core
Pax Small Cap Investor
3.70%
Int'l Developed Markets
Pax International Sustainable Econ Inv
18.10%
Intermediate Bond
CCM Community Impact Bond Retail
29.50%
Intermediate Bond
DWS ESG Global Bond
8.50%
Cash
2.00%
Sustainable
Asset Class Holding Allocation
Large-Cap Core
iShares Core S&P Total US Stock Mkt ETF
41.90%
Int'l Developed Markets
Vanguard Total International Stock ETF
18.10%
Intermediate Bond
Schwab US Aggregate Bond ETF
26.20%
Short Bond
iShares 1-3 Year Treasury Bond
3.30%
International Bond
DWS ESG Global Bond
8.50%
Cash
2.00%
ETF
Active
Passive
