Age-Based Conservative

Age-Based Conservative Ages 0-2

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 50% International Equities 26.5% Real Estate Equities 3.5% Fixed Income 20% Real EstateInternational Equity U.S. EquityFixed Income Money Market [...]

2018-08-22T08:57:07+00:00October 25th, 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 43% International Equities 23.5% Real Estate Equities 3.5% Fixed Income 30% Real EstateInternational Equity [...]

2018-08-22T08:57:22+00:00October 25th, 2016|

Age-Based Conservative Ages 6-8

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 36.75% International Equities 19.75% Real Estate Equities 3.5% Fixed Income 40% Real EstateInternational Equity U.S. [...]

2018-08-22T08:57:37+00:00October 25th, 2016|