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 | 5% |
Real Estate Equities | 2% |
Fixed Income | 72% |
Money Market | 8% |
Real Estate […]