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

2021-03-16T09:56:39-05:00October 25th, 2016|

Age-Based Conservative 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 49% International Equities 26% Real Estate Equities 5% Fixed Income 20% Real EstateInternational Equity U.S. EquityFixed Income Money Market [...]

2021-03-16T09:55:33-05:00October 25th, 2016|

Age-Based Aggressive Ages 0-2

Portfolio Overview The Portfolio seeks growth of capital. The Portfolio invests in a targeted mix of stock mutual funds that represent various asset classes and sectors. U.S. Equities 57.0% International Equities 36.0% Real Estate Equities 7% Real EstateInternational Equity U.S. EquityFixed Income Money Market The Underlying Mutual Funds [...]

2021-03-16T09:53:48-05:00October 21st, 2016|
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