Age-Based Aggressive

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 Assets 5%
Fixed Income 30%
Real AssetsInternational Equity
U.S. Equity […]
2024-01-26T10:08:20-06:00August 19th, 2016|

Age-Based Aggressive Ages 6-8

Portfolio Overview

The 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. Equities 48%
International Equities 27%
Real Assets 5%
Fixed Income 20%
Real AssetsInternational Equity
U.S. EquityFixed Income
Money Market

[…]

2024-01-26T10:07:58-06:00August 19th, 2016|

Age-Based Aggressive Ages 3-5

Portfolio Overview

The 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. Equities 52%
International Equities 32%
Real Assets 6%
Fixed Income 10%
Real AssetsInternational Equity
U.S. EquityFixed Income
Money Market

[…]

2024-01-26T10:07:23-06:00August 19th, 2016|

Age-Based Aggressive Ages 0-2

Portfolio Overview

The Portfolio seeks growth of capital.

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

U.S. Equities 57%
International Equities 36%
Real Assets 7%
Real AssetsInternational Equity
U.S. EquityFixed Income
Money Market

The Underlying Mutual […]

2024-01-26T10:06:42-06:00August 4th, 2016|