Age-Based Growth

Age-Based Growth Ages 21+

Portfolio Objectives This portfolio seeks to provide current income and some growth of capital by investing 10% of its assets in a diversified portfolio of domestic and international equity funds, 50% in fixed income funds, and 40% in money market funds. Portfolio Description The age-based growth portfolio is allocated more heavily in equity investment [...]

2016-11-09T15:19:30+00:00 February 15th, 2016|

Age-Based Growth Ages 17–20

Portfolio Objectives This portfolio seeks to provide current income and some growth of capital by investing 20% of its assets in a diversified portfolio of domestic equity, international equity, and real estate funds, and 80% in fixed income and money market funds. Portfolio Description The age-based growth portfolio is allocated more heavily in equity [...]

2016-11-09T15:19:30+00:00 February 15th, 2016|

Age-Based Growth Ages 13–16

Portfolio Objectives This portfolio seeks to provide current income and low to moderate growth of capital by investing 40% of its assets in a diversified portfolio of domestic equity, international equity, and real estate funds, and 60% in fixed income funds. Portfolio Description The age-based growth portfolio is allocated more heavily in equity investment [...]

2016-11-09T15:19:31+00:00 February 15th, 2016|