Age-Based Conservative

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 37.5% International Equities 20.5% Real Estate Equities 2% Fixed Income 40% Real EstateInternational Equity [...]

October 25th, 2016|

Age-Based Conservative Ages 9-10

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 32% International Equities 16% Real Estate Equities 2% Fixed Income 50% Real EstateInternational Equity [...]

October 25th, 2016|

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 27% International Equities 11% Real Estate Equities 2% Fixed Income 60% Real EstateInternational Equity [...]

October 25th, 2016|