Ages 21+

Age-Based Balanced Ages 21+

Portfolio Objectives This portfolio seeks to provide current income by investing 50% in fixed income funds and 50% in money market mutual funds. No funds are invested in stock mutual funds. Portfolio Description The age-based balanced portfolio is allocated between equity investment funds and fixed income mutual funds in the early years of the [...]

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

Age-Based Growth Ages 21+

Portfolio Objectives This portfolio seeks to provide current income and some growth of capital by investing 10% of its assets in a diversified portfolio of domestic and international equity funds, 50% in fixed income funds, and 40% in money market funds. Portfolio Description The age-based growth portfolio is allocated more heavily in equity investment [...]

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

Age-Based Aggressive Ages 21+

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 aggressive portfolio is allocated primarily in equity investment [...]

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