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 25% International Equities 12% Real Estate Equities 3% Fixed Income 60% Real EstateInternational Equity [...]

2019-09-26T15:03:06-06:00October 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 70% Money Market 0% [...]

2019-09-26T15:15:16-06:00October 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 14% International Equities 4% Real Estate Equities 2% Fixed Income 71% Money Market 9% [...]

2019-09-26T15:21:46-06:00October 25th, 2016|