Age-Based Portfolios

Age-Based Moderate 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 42%
International Equities 23%
Real Assets 5%
Fixed Income 30%
Real AssetsInternational Equity
U.S. Equity […]
2024-01-26T10:14:26-06:00August 19th, 2016|

Age-Based Moderate 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 48%
International Equities 27%
Real Assets 5%
Fixed Income 20%
Real AssetsInternational Equity
U.S. EquityFixed Income
Money Market

[…]

2024-01-26T10:13:59-06:00August 19th, 2016|

Age-Based Moderate 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 52%
International Equities 32%
Real Assets 6%
Fixed Income 10%
Real AssetsInternational Equity
U.S. EquityFixed Income
Money Market

[…]

2024-01-26T10:13:25-06:00August 19th, 2016|

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 13%
International Equities 5%
Real Assets 2%
Fixed Income 72%
Money Market 8%
Real AssetsInternational Equity
[…]
2023-11-08T20:37:45-06:00August 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 20%
International Equities 8%
Real Assets 2%
Fixed Income 70%
Real AssetsInternational Equity
U.S. […]
2024-01-26T10:09:57-06:00August 19th, 2016|