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 36.75% International Equities 19.75% Real Estate Equities 3.5% Fixed Income 40% Real EstateInternational Equity [...]

2018-08-22T08:44:42+00:00October 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 15.5% Real Estate Equities 2.5% Fixed Income 50% Real EstateInternational Equity U.S. [...]

2018-08-22T08:53:35+00:00October 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 26% International Equities 11.5% Real Estate Equities 2.5% Fixed Income 60% Real EstateInternational Equity [...]

2018-08-22T08:58:23+00:00October 25th, 2016|