Age-Based Moderate Ages 9-10

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 36%
International Equities 19%
Real Estate Equities 5%
Fixed Income 40%

Real EstateInternational Equity
U.S. Equity[…]
2019-04-03T09:10:44-05:00September 28th, 2016|

Age-Based Conservative Ages 9-10

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 32%
International Equities 15%
Real Estate Equities 3%
Fixed Income 50%

Real EstateInternational Equity
U.S. Equity[…]
2019-04-03T09:07:23-05:00September 28th, 2016|

Age-Based Aggressive Ages 9-10

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[…]
2019-04-03T09:04:57-05:00September 28th, 2016|
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