Age-Based Conservative Ages 3-5
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% |
U.S. Equity […]