Age-Based Portfolios

Age-Based Conservative Ages 6-8

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 5%
Fixed Income 40%
Real AssetsInternational Equity
U.S. EquityFixed […]
2020-05-01T10:38:05-05:00August 19th, 2016|

Age-Based Conservative Ages 3-5

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 40%
International Equities 23%
Real Assets 7%
Fixed Income 30%
Real AssetsInternational Equity
U.S. EquityFixed […]
2020-05-01T10:37:56-05:00August 19th, 2016|

Age-Based Conservative Ages 0-2

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 49%
International Equities 26%
Real Assets 5%
Fixed Income 20%
Real AssetsInternational Equity
U.S. EquityFixed Income
Money Market

The […]

2020-05-01T10:35:20-05:00August 19th, 2016|

Age-Based Conservative Ages 19+

Portfolio Overview

The Portfolio seeks growth of current income, consistent with preservation of capital.

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

Fixed Income 50%
Money Market 50%
Real AssetsInternational Equity
U.S. EquityFixed Income
[…]
2020-05-01T10:37:00-05:00August 19th, 2016|

Age-Based Moderate Ages 19+

Portfolio Overview

The Portfolio seeks growth of current income.

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 8%
International Equities 2%
Fixed Income 67%
Money Market 23%
Real AssetsInternational Equity
U.S. EquityFixed Income
Money […]
2020-05-01T10:39:19-05:00August 19th, 2016|