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 52%
International Equities 32%
Real Estate Equities 6%
Fixed Income 10%

Real EstateInternational Equity
U.S. EquityFixed Income
Money Market

[…]

2022-09-20T23:07:17-05:00September 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 48%
International Equities 27%
Real Estate Equities 5%
Fixed Income 20%

Real EstateInternational Equity
U.S. EquityFixed Income
Money Market

[…]

2022-09-20T23:03:52-05:00September 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 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|
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