Age-Based Aggressive Ages 9-10

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 42% International Equities 23% Real Estate Equities 5% Fixed Income 30% Real EstateInternational Equity [...]

2021-10-14T13:40:21-05:00October 25th, 2016|

Age-Based Moderate Ages 9-10

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% International Equities 19% Real Estate Equities 5% Fixed Income 40% Real EstateInternational Equity [...]

2021-03-16T09:58:39-05:00October 25th, 2016|

Age-Based Conservative Ages 9-10

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 32% International Equities 15% Real Estate Equities 3% Fixed Income 50% Real EstateInternational Equity [...]

2021-10-14T14:02:21-05:00October 25th, 2016|
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