Ages 6-8

Age-Based Aggressive Ages 6-8

Portfolio OverviewThe 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. Equities50%International Equities26.5%Real Estate Equities3.5%Fixed Income20% Real EstateInternational Equity U.S. EquityFixed Income Money Market The Underlying Mutual Funds FundPercentFixed IncomePIMCO Short-Term Fund1%Baird Short-Term [...]

2018-08-22T08:44:00+00:00October 25th, 2016|

Age-Based Moderate Ages 6-8

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 43% International Equities 23.5% Real Estate Equities 3.5% Fixed Income 30% Real EstateInternational Equity [...]

2018-08-22T08:52:39+00:00October 25th, 2016|

Age-Based Conservative Ages 6-8

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 36.75% International Equities 19.75% Real Estate Equities 3.5% Fixed Income 40% Real EstateInternational Equity U.S. [...]

2018-08-22T08:57:37+00:00October 25th, 2016|