Age-Based Conservative Ages 11-12

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 25% International Equities 12% Real Estate Equities 3% Fixed Income 60% Real EstateInternational Equity [...]

2021-03-16T09:55:41-05:00October 25th, 2016|

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% [...]

2021-03-16T09:55:56-05:00October 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|
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