Age-Based Portfolios

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

2018-08-22T08:43:38+00:00October 25th, 2016|

Age-Based Aggressive Ages 6-8

Portfolio OverviewThe 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. Equities50%International Equities26.5%Real Estate Equities3.5%Fixed Income20% Real EstateInternational Equity U.S. EquityFixed Income Money Market The Underlying Mutual Funds FundPercentFixed IncomePIMCO Short-Term Fund1%Baird Short-Term [...]

2018-08-22T08:44:00+00:00October 25th, 2016|

Age-Based Aggressive 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 43% International Equities 23.5% Real Estate Equities 3.5% Fixed Income 30% Real EstateInternational Equity [...]

2018-08-22T08:44:27+00:00October 25th, 2016|