Ages 9–12

Age-Based Balanced Ages 9–12

Portfolio Objectives This portfolio seeks to provide current income and low to moderate growth of capital by investing 40% of its assets in a diversified portfolio of domestic equity, international equity, and real estate funds, and 60% in fixed income funds. Portfolio Description The age-based balanced portfolio is allocated between equity investment funds and [...]

February 15th, 2016|

Age-Based Growth Ages 9–12

Portfolio Objectives This portfolio seeks to provide growth of capital and some current income by investing 60% of its assets in a diversified portfolio of domestic equity, international equity, and real estate funds, and 40% in fixed income funds. Portfolio Description The age-based growth portfolio is allocated more heavily in equity investment funds during [...]

February 15th, 2016|

Age-Based Aggressive Ages 9–12

Portfolio Objectives This portfolio seeks to provide growth of capital and some current income by investing 78% of its assets in a diversified portfolio of domestic and international equity funds, 20% in fixed income funds, with the remaining 2% in real estate funds. Portfolio Description The age-based aggressive portfolio is allocated primarily in equity [...]

February 15th, 2016|