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 49%
International Equities 26%
Real Estate Equities 5%
Fixed Income 20%

Real EstateInternational Equity
U.S. EquityFixed Income
Money Market

[…]

2019-04-03T09:10:26-05:00September 28th, 2016|

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 40%
International Equities 23%
Real Estate Equities 7%
Fixed Income 30%

Real EstateInternational Equity
U.S. Equity[…]
2019-04-03T09:07:09-05:00September 28th, 2016|

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 54%
International Equities 30%
Real Estate Equities 6%
Fixed Income 10%

Real EstateInternational Equity
U.S. EquityFixed Income
Money Market

[…]

2019-04-03T09:04:43-05:00September 28th, 2016|
Go to Top