Ages 0–8

Age-Based Balanced Ages 0–8

Portfolio Objectives This portfolio seeks to provide growth of capital and some current income by investing 60% of its assets in a diversified portfolio of domestic equity, international equity, and real estate funds, and 40% in fixed income funds. Portfolio Description The age-based balanced portfolio is allocated between equity investment funds and fixed income [...]

February 15th, 2016|

Age-Based Growth Ages 0–8

Portfolio Objectives This portfolio seeks to provide growth of capital and some current income by investing 78% of its assets in a diversified portfolio of domestic and international equity funds, 20% in fixed income funds, with the remaining 2% in real estate funds. Portfolio Description The age-based growth portfolio is allocated more heavily in [...]

February 15th, 2016|

Age-Based Aggressive Ages 0–8

Portfolio Objectives This portfolio seeks to provide long-term growth and some income by investing 100% of its assets in a diversified portfolio of domestic equity, international equity, and real estate funds. Portfolio Description The age-based aggressive portfolio is allocated primarily in equity investment funds during the early years of the designated beneficiary’s life. As [...]

February 15th, 2016|