Age-Based Moderate

Age-Based Moderate Ages 17-18

Portfolio Overview The Portfolio seeks growth of current income and low to moderate growth of capital. 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 13.75% International Equities 4.5% Real Estate Equities 1.75% Fixed Income 65.5% Money Market 14.5% [...]

2018-08-22T08:54:31-05:00October 25th, 2016|

Age-Based Moderate Ages 19+

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 7.25% International Equities 2.25% Real Estate 0.5% Fixed Income 58.5% Money Market 31.5% Real EstateInternational Equity U.S. EquityFixed [...]

2018-08-22T08:54:46-05:00October 25th, 2016|

Age-Based Moderate 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 56% International Equities 30% Real Estate Equities 4% Fixed Income 10% Real EstateInternational Equity U.S. EquityFixed Income Money Market [...]

2018-08-22T08:52:06-05:00October 25th, 2016|