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% |
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% |
U.S. […]
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% |
U.S. Equity[…]
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% |
U.S. Equity[…]
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% |
U.S. Equity[…]