Age-Based Moderate Ages 3-5

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 49% International Equities 26% Real Estate Equities 5% Fixed Income 20% Real EstateInternational Equity U.S. EquityFixed Income Money Market [...]

2021-03-16T09:58:22-05:00October 25th, 2016|

Age-Based Moderate 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 42% International Equities 23% Real Estate Equities 5% Fixed Income 30% Real EstateInternational Equity [...]

2021-03-16T09:58:31-05:00October 25th, 2016|

Age-Based Moderate 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 36% International Equities 19% Real Estate Equities 5% Fixed Income 40% Real EstateInternational Equity [...]

2021-03-16T09:58:39-05:00October 25th, 2016|
Go to Top