Age-Based Aggressive

Age-Based Aggressive Ages 19+

Portfolio Overview

The Portfolio seeks growth of current income and low to moderate growth of capital.

The Portfolio invests in a targeted mix of stock bond, and money market mutual funds that represent various asset classes and sectors.

U.S. Equities 14%
International Equities 4%
Real Assets Equities 2%
Fixed Income 71%
Money Market 9%
Real AssetsInternational […]

2016-11-08T12:34:05+00:00 August 19th, 2016|

Age-Based Aggressive Ages 17-18

Portfolio Overview

The Portfolio seeks growth of current income and low to moderate 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 19%
International Equities 9%
Real Assets Equities 2%
Fixed Income 70%
Real AssetsInternational Equity
U.S. […]

2016-11-08T12:34:05+00:00 August 19th, 2016|

Age-Based Aggressive Ages 15-16

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 25%
International Equities 11%
Real Assets Equities 4%
Fixed Income 60%
Real AssetsInternational Equity
U.S. Equity[…]

2016-11-08T12:34:05+00:00 August 19th, 2016|

Age-Based Aggressive Ages 13-14

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 Assets Equities 3%
Fixed Income 50%
Real AssetsInternational Equity
U.S. Equity[…]

2016-11-08T12:34:05+00:00 August 19th, 2016|

Age-Based Aggressive Ages 11-12

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 Assets Equities 5%
Fixed Income 40%
Real AssetsInternational Equity
U.S. Equity[…]

2016-11-08T12:34:05+00:00 August 19th, 2016|