Age-Based Conservative

Age-Based Conservative Ages 15-16

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 14% International Equities 4% Real Estate Equities 2% Fixed Income 71% Money Market 9% [...]

2019-09-26T15:21:46-05:00October 25th, 2016|

Age-Based Conservative Ages 17-18

Portfolio Overview The Portfolio seeks growth of current income. 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 7% International Equities 2% Real Estate 1% Fixed Income 67% Money Market 23% Real EstateInternational Equity U.S. EquityFixed [...]

2019-09-26T15:22:46-05:00October 25th, 2016|

Age-Based Conservative Ages 19+

Portfolio Overview The Portfolio seeks growth of current income, consistent with preservation of capital. The Portfolio invests in a targeted mix of bond and money market mutual funds that represent various asset classes and sectors. Fixed Income 50% Money Market 50% Real EstateInternational Equity U.S. EquityFixed Income Money Market [...]

2019-09-26T15:23:28-05:00October 25th, 2016|