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 54% International Equities 30% Real Estate Equities 6% Fixed Income 10% Real EstateInternational Equity U.S. EquityFixed Income Money Market [...]

2019-09-26T14:51:17-05:00October 25th, 2016|

Age-Based Aggressive Ages 6-8

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 [...]

2019-09-26T14:52:12-05:00October 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 42% International Equities 23% Real Estate Equities 5% Fixed Income 30% Real EstateInternational Equity U.S. [...]

2019-09-26T14:59:38-05:00October 25th, 2016|