Age-Based Moderate

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 U.S. [...]

2019-09-26T15:12:16-05:00October 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 U.S. [...]

2019-09-26T15:13:24-05:00October 25th, 2016|

Age-Based Moderate 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 32% International Equities 15% Real Estate Equities 3% Fixed Income 50% Real EstateInternational Equity U.S. [...]

2019-09-26T15:14:14-05:00October 25th, 2016|