Age-Based Moderate Ages 17-18
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[…]