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 Conservative 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 49%
International Equities 26%
Real Estate Equities 5%
Fixed Income 20%

Real EstateInternational Equity
U.S. EquityFixed Income
Money Market

[…]

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

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 56%
International Equities 36%
Real Estate Equities 8%

Real EstateInternational Equity
U.S. EquityFixed Income
Money Market

The Underlying Mutual […]

2019-04-03T08:45:14-05:00September 28th, 2016|
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