Ages 15-16

Age-Based Aggressive Ages 15-16

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 27% International Equities 11% Real Estate Equities 2% Fixed Income 60% Real EstateInternational Equity U.S. [...]

2016-11-09T15:19:20+00:00 October 25th, 2016|

Age-Based Moderate Ages 15-16

Portfolio Overview The Portfolio seeks growth of current income and low to moderate growth of capital. The Portfolio invests in a targeted mix of stock, bond and money market mutual funds that represent various asset classes and sectors. U.S. Equities 19% International Equities 9% Real Estate Equities 2% Fixed Income 60% Money Market 10% [...]

2016-11-09T15:19:21+00:00 October 25th, 2016|

Age-Based Conservative Ages 15-16

Portfolio Overview The Portfolio seeks growth of current income and low to moderate growth of capital. The Portfolio invests in a targeted mix of stock, bond and money market mutual funds that represent various asset classes and sectors. U.S. Equities 13.5% International Equities 5% Real Estate Equities 1.5% Fixed Income 60% Money Market 20% [...]

2016-11-09T15:19:22+00:00 October 25th, 2016|