Age-Based Aggressive Ages 0-2

Portfolio Overview

The Portfolio seeks growth of capital.

The Portfolio invests in a targeted mix of stock mutual funds that represent various asset classes and sectors.

U.S. Equities 57%
International Equities 36%
Real Estate Equities 7%

Real EstateInternational Equity
U.S. EquityFixed Income
Money Market

The Underlying Mutual […]

2022-09-20T22:38:55-05:00September 28th, 2016|

Age-Based Aggressive Ages 9-10

Portfolio Overview

The Portfolio seeks growth of capital and low to moderate current income.

The Portfolio invests in a targeted mix of stock and bond mutual funds that represent various asset classes and sectors.

U.S. Equities 42%
International Equities 23%
Real Estate Equities 5%
Fixed Income 30%

Real EstateInternational Equity
U.S. Equity[…]
2022-09-20T23:03:28-05:00September 28th, 2016|

Age-Based Aggressive Ages 11-12

Portfolio Overview

The Portfolio seeks growth of capital and low to moderate current income.

The Portfolio invests in a targeted mix of stock and bond mutual funds that represent various asset classes and sectors.

U.S. Equities 36%
International Equities 20%
Real Estate Equities 4%
Fixed Income 40%

Real EstateInternational Equity
U.S. Equity[…]
2022-09-20T23:00:15-05:00September 28th, 2016|

Age-Based Aggressive Ages 13-14

Portfolio Overview

The Portfolio seeks growth of capital and low to moderate current income.

The Portfolio invests in a targeted mix of stock and bond mutual funds that represent various asset classes and sectors.

U.S. Equities 30%
International Equities 16%
Real Estate Equities 4%
Fixed Income 50%

Real EstateInternational Equity
U.S. Equity[…]
2022-09-20T23:01:14-05:00September 28th, 2016|

Age-Based Aggressive Ages 15-16

Portfolio Overview

The Portfolio seeks growth of capital and low to moderate current income.

The Portfolio invests in a targeted mix of stock and bond mutual funds that represent various asset classes and sectors.

U.S. Equities 25%
International Equities 12%
Real Estate Equities 3%
Fixed Income 60%

Real EstateInternational Equity
U.S. Equity[…]
2022-09-20T23:01:34-05:00September 28th, 2016|

Age-Based Aggressive Ages 17-18

Portfolio Overview

The Portfolio seeks growth of current income and low to moderate growth of capital.

The Portfolio invests in a targeted mix of stock and bond mutual funds that represent various asset classes and sectors.

U.S. Equities 20%
International Equities 8%
Real Estate Equities 2%
Fixed Income 70%

Real EstateInternational Equity
[…]
2022-09-20T23:01:54-05:00September 28th, 2016|

Age-Based Aggressive Ages 19+

Portfolio Overview

The Portfolio seeks growth of current income and low to moderate growth of capital.

The Portfolio invests in a targeted mix of stock bond, and money market mutual funds that represent various asset classes and sectors.

U.S. Equities 13%
International Equities 5%
Real Estate Equities 2%
Fixed Income 72%
Money Market 8%

Real Estate[…]
2022-09-20T23:02:11-05:00September 28th, 2016|

Age-Based Aggressive Ages 3-5

Portfolio Overview

The Portfolio seeks growth of capital.

The Portfolio invests in a targeted mix of stock and bond mutual funds that represent various asset classes and sectors.

U.S. Equities 52%
International Equities 32%
Real Estate Equities 6%
Fixed Income 10%

Real EstateInternational Equity
U.S. EquityFixed Income
Money Market

[…]

2022-09-20T23:02:28-05:00September 28th, 2016|

Age-Based Aggressive Ages 6-8

Portfolio Overview

The Portfolio seeks growth of capital.

The Portfolio invests in a targeted mix of stock and bond mutual funds that represent various asset classes and sectors.

U.S. Equities 48%
International Equities 27%
Real Estate Equities 5%
Fixed Income 20%

Real EstateInternational Equity
U.S. EquityFixed Income
Money Market

[…]

2022-09-20T23:02:47-05:00September 28th, 2016|
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