Age-Based Conservative

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 7.5% International Equities 2.5% Fixed Income 50% Money Market 40% Real EstateInternational Equity U.S. EquityFixed Income Money Market [...]

2016-11-09T15:19:22+00:00 October 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 [...]

2016-11-09T15:19:22+00:00 October 25th, 2016|

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 51% International Equities 27% Real Estate Equities 2% Fixed Income 20% Real EstateInternational Equity U.S. EquityFixed Income Money Market [...]

2016-11-09T15:19:22+00:00 October 25th, 2016|