Age-Based Moderate

Age-Based Moderate Ages 15-16

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 19% International Equities 9% Real Estate Equities 2% Fixed Income 65% Money Market 5% [...]

2018-08-22T08:54:06+00:00October 25th, 2016|

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+00:00October 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+00:00October 25th, 2016|