Ages 3-5

Age-Based Aggressive Ages 3-5

Portfolio Overview The Portfolio seeks growth of capital. The Portfolio invests in a targeted mix of stock and bond mutual funds that represent various asset classes and sectors. U.S. Equities 58% International Equities 30% Real Estate Equities 2% Fixed Income 10% Real EstateInternational Equity U.S. EquityFixed Income Money Market [...]

October 25th, 2016|

Age-Based Moderate Ages 3-5

Portfolio Overview The Portfolio seeks growth of capital. The Portfolio invests in a targeted mix of stock and bond mutual funds that represent various asset classes and sectors. U.S. Equities 51% International Equities 27% Real Estate Equities 2% Fixed Income 20% Real EstateInternational Equity U.S. EquityFixed Income Money Market [...]

October 25th, 2016|

Age-Based Conservative Ages 3-5

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 44% International Equities 24% Real Estate Equities 2% Fixed Income 30% Real EstateInternational Equity [...]

October 25th, 2016|