Age-Based Portfolios

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Age-Based Conservative 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 30%
International Equities 16%
Real Estate Equities 4%
Fixed Income 50%

Real EstateInternational Equity
U.S. Equity[…]
2022-09-20T23:06:58-05:00September 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 42%
International Equities 23%
Real Estate Equities 5%
Fixed Income 30%

Real EstateInternational Equity
U.S. Equity[…]
2022-09-20T23:10:26-05:00September 28th, 2016|

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

Real EstateInternational Equity
U.S. Equity[…]
2022-09-20T23:04:15-05:00September 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 20%
Real Estate Equities 4%
Fixed Income 40%

Real EstateInternational Equity
U.S. Equity[…]
2022-09-20T23:10:42-05:00September 28th, 2016|

Age-Based Conservative Ages 13-14

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
[…]
2022-09-20T23:05:23-05:00September 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 30%
International Equities 16%
Real Estate Equities 4%
Fixed Income 50%

Real EstateInternational Equity
U.S. Equity[…]
2022-09-20T23:07:33-05:00September 28th, 2016|

Age-Based Conservative 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, 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[…]
2022-09-20T23:05:42-05:00September 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[…]
2022-09-20T23:07:50-05:00September 28th, 2016|

Age-Based Conservative Ages 17-18

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 […]
2022-09-20T23:06:02-05:00September 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 20%
International Equities 8%
Real Estate Equities 2%
Fixed Income 70%

Real EstateInternational Equity
[…]
2022-09-20T23:08:14-05:00September 28th, 2016|
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