Ages 13–16

Age-Based Balanced Ages 13–16

Portfolio Objectives This portfolio seeks to provide current income and some growth of capital by investing 20% of its assets in a diversified portfolio of domestic equity, international equity, and real estate funds, and 80% in fixed income and money market funds. Portfolio Description The age-based balanced portfolio is allocated between equity investment funds [...]

2016-11-09T15:19:30+00:00 February 15th, 2016|

Age-Based Growth Ages 13–16

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

2016-11-09T15:19:31+00:00 February 15th, 2016|

Age-Based Aggressive Ages 13–16

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 aggressive portfolio is allocated primarily in equity investment funds during the [...]

2016-11-09T15:19:31+00:00 February 15th, 2016|