Target Fund 20

Portfolio Objectives

Fund 20 is an income-oriented target portfolio which seeks income and some capital appreciation by investing approximately 20% of its net assets in a broad range of domestic equity and international equity funds, 8% of its net assets in money market mutual funds, and 72% of its net assets in fixed income funds. […]

2022-09-20T23:10:59-05:00May 6th, 2015|

Target Fixed Income Fund

Portfolio Objectives

The Fixed Income Fund is the most conservative of the target portfolios and seeks to preserve principal with less volatility than an all-bond portfolio while providing modest current income by investing approximately 50% of its net assets in money market investment funds and 50% in fixed income investment funds.

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2022-03-17T16:43:11-05:00May 4th, 2015|

Target Fund 40

Portfolio Objectives

Fund 40 is a more conservative target portfolio which seeks moderate income and capital appreciation by investing approximately 40% of its net assets in a broad range of domestic equity, international equity, and real estate investment funds with the remaining 60% invested in fixed income investment funds.

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2022-09-20T23:11:18-05:00May 4th, 2015|

Target Fund 60

Portfolio Objectives

Fund 60 is a moderately aggressive target portfolio which seeks capital appreciation and income by investing approximately 60% of its net assets in a broad range of domestic equity, international equity, and real estate investment funds with the remaining 40% invested in fixed income investment funds.

Target […]

2022-09-20T23:11:34-05:00May 4th, 2015|

Target Fund 80

Portfolio Objectives

Fund 80 is an aggressive target portfolio which seeks a high level of capital appreciation and some income by investing approximately 80% of its net assets in a broad range of domestic equity, international equity, and real estate investment funds with the remaining 20% invested in fixed income investment funds.

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2022-09-20T23:11:52-05:00May 4th, 2015|

Target Fund 100

Portfolio Objectives

Fund 100 is the most aggressive of the target portfolios and seeks maximum capital appreciation by investing 100% of its net assets in a broad range of domestic equity, international equity, and real estate investment funds. This strategy is only appropriate for investors who have longer time horizons, who are comfortable with an increased […]

2022-09-20T22:46:59-05:00May 4th, 2015|
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