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Ages 3-5

Age-Based Moderate Ages 3-5

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

[…]

2022-09-20T23:10:10-05:00September 28th, 2016|
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Age-Based Conservative Ages 3-5

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 42%
International Equities 23%
Real Estate Equities 5%
Fixed Income 30%

Real EstateInternational Equity
U.S. Equity […]
2022-09-20T23:06:20-05:00September 28th, 2016|
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Age-Based Aggressive Ages 3-5

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

[…]

2022-09-20T23:02:28-05:00September 28th, 2016|
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