Ages 11-12

Age-Based Aggressive 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 36% International Equities 19% Real Estate Equities 5% Fixed Income 40% Real EstateInternational Equity U.S. [...]

2019-09-26T15:01:01-06:00October 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. [...]

2019-09-26T15:14:14-06:00October 25th, 2016|

Age-Based Conservative 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 25% International Equities 12% Real Estate Equities 3% Fixed Income 60% Real EstateInternational Equity U.S. [...]

2019-09-26T15:20:22-06:00October 25th, 2016|