Age-Based Moderate Ages 0-2

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 54%
International Equities 30%
Real Estate Equities 6%
Fixed Income 10%

Real EstateInternational Equity
U.S. EquityFixed Income
Money Market

[…]

2019-04-03T09:07:30-05:00September 28th, 2016|

Age-Based Moderate 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 49%
International Equities 26%
Real Estate Equities 5%
Fixed Income 20%

Real EstateInternational Equity
U.S. EquityFixed Income
Money Market

[…]

2019-04-03T09:10:26-05:00September 28th, 2016|

Age-Based Moderate Ages 6-8

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 40%
International Equities 23%
Real Estate Equities 7%
Fixed Income 30%

Real EstateInternational Equity
U.S. Equity[…]
2019-04-03T09:10:33-05:00September 28th, 2016|

Age-Based Moderate 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 36%
International Equities 19%
Real Estate Equities 5%
Fixed Income 40%

Real EstateInternational Equity
U.S. Equity[…]
2019-04-03T09:10:44-05:00September 28th, 2016|

Age-Based Moderate 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 32%
International Equities 15%
Real Estate Equities 3%
Fixed Income 50%

Real EstateInternational Equity
U.S. Equity[…]
2019-04-03T09:07:39-05:00September 28th, 2016|

Age-Based Moderate 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 25%
International Equities 12%
Real Estate Equities 3%
Fixed Income 60%

Real EstateInternational Equity
U.S. Equity[…]
2019-04-03T09:07:44-05:00September 28th, 2016|

Age-Based Moderate Ages 15-16

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 bonds mutual funds that represent various asset classes and sectors.

U.S. Equities 19%
International Equities 8%
Real Estate Equities 3%
Fixed Income 70%

Real EstateInternational Equity
[…]
2019-04-03T09:09:27-05:00September 28th, 2016|

Age-Based Moderate 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, bond and money market mutual funds that represent various asset classes and sectors.

U.S. Equities 13%
International Equities 4%
Real Estate Equities 3%
Fixed Income 71%
Money Market 9%

Real Estate[…]
2019-04-03T09:10:11-05:00September 28th, 2016|

Age-Based Moderate Ages 19+

Portfolio Overview

The Portfolio seeks growth of current income.

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 7%
International Equities 2%
Real Estate Equities 1%
Fixed Income 67%
Money Market 23%

Real EstateInternational Equity
U.S. EquityFixed […]
2019-04-03T09:10:18-05:00September 27th, 2016|
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