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 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 19%
International Equities 8%
Real Estate Equities 3%
Fixed Income 70%

Real EstateInternational Equity
[…]
2019-04-03T09:06:48-05:00September 28th, 2016|

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

Real EstateInternational Equity
U.S. Equity[…]
2019-04-03T09:04:14-05:00September 28th, 2016|
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