MINOR'S PER CAPITA TRUST
Investment Election Form
Minor’s Full Name: Roll#:
Date of Birth:
The Tulalip Board of Directors of the Tulalip Tribes resolved to modify the investment choices in the Minor's
Trust.
Because of the decline in the stock market, the stock portion of the Age-Based Portfolios was sold on March 24,
2020, and has been held in the UBS Bank USA MMF Yield Account. As the market has seemingly stabilized, the
Board of Directors will reinstate the Former Age-Based Portfolios to their original asset allocation of stocks and
bonds, as illustrated. Below are the options for your child/ward's account balance.
If your child/ward's account was previously invested in one of the Age-Based Portfolios, you can either elect to
reinvest the money into the Former Age-Based Portfolio or the Conservative Portfolio as illustrated below. If no
election is made before June 30, 2020, and your child/ward's money was previously invested in one of the Age-
Based Portfolios, the money will automatically be reinvested into the appropriate Age-Based Portfolio as soon after
June 30, 2020, as administratively feasible.
If your child/ward's account is currently invested in the Conservative Portfolio, you can elect to move the money
into the Former Age-Based Portfolio, as illustrated below. If no election is made before June 30, 2020, and your
child/ward's money is currently invested in the Conservative Portfolio, the money will remain invested in the
Conservative Portfolio.
The investment options are:
Age-Based 0-9 years old- portfolio target is approximately 65% stocks, well-diversified in US and non-US
companies of various sizes. The remaining 35% is invested in bonds, well-diversified, primarily investment
grade. The goal of this Portfolio is to achieve growth and income over a long term horizon. This Portfolio's risk
profile may be considered moderately aggressive.
Age-Based 10-14 years old - portfolio target is approximately 50% stocks, well-diversified in the US and non-US
companies of various sizes. The remaining 50% is invested in bonds, well-diversified, primarily investment
grade. The goal of this Portfolio is to achieve growth and income over a long term horizon. This Portfolio's risk
profile may be considered moderate.
Age-Based 15+ years old- portfolio target is approximately 10% stocks, well-diversified in US and non-US
companies of various sizes. The remaining 90% is invested in bonds, well-diversified, primarily investment
grade. The goal of this Portfolio is to primarily achieve income with minimal growth over a shorter-term horizon.
This Portfolio's risk profile may be considered conservative.
Conservative Portfolio - Portfolio is invested primarily in bonds, well-diversified, primarily investment grade.
The goal of this Portfolio is to preserve capital over a full market cycle.
Manager Matrix Ticker Portfolio Name Asset Cla ss
DANA Short Term Fixed Income
TTEXU Enhanced Cash Cash/Money Mkt
25% 5% 5% 50%
Vanguard Short Term Federal
TTBXU Bond Intermediate AA or Better Short Term Bond
0% 0% 0% 50%
Sage Core Fixed Income
TTCXU Bond Core
Bonds 20% 20% 15% 0%
Sage Intermed Term Fixed Income
TTAXU Bond Intermediate A or Better
Bonds 45% 25% 15% 0%
ETF Account
TTDXU Stock Investment Account Equities
10% 50% 65% 0%
100% 100% 100% 100%
Former Age-Based Portfolios
