Ages 17-18

Age-Based Aggressive Ages 17-18

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% [...]

2019-09-26T15:04:18-05:00October 25th, 2016|

Age-Based Moderate Ages 17-18

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% [...]

2019-09-26T15:16:14-05:00October 25th, 2016|

Age-Based Conservative Ages 17-18

Portfolio Overview The Portfolio seeks growth of current income. 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 7% International Equities 2% Real Estate 1% Fixed Income 67% Money Market 23% Real EstateInternational Equity U.S. EquityFixed [...]

2019-09-26T15:22:46-05:00October 25th, 2016|