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 4%
Real Estate Equities 3%
Fixed Income 71%
Money Market 9%

Real Estate[…]
2019-04-03T09:06:55-05:00September 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 Aggressive Ages 15-16

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[…]
2019-04-03T09:04:21-05:00September 28th, 2016|
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