Ages 0-2

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 […]

2018-02-09T09:01:53-05:00August 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 54%
International Equities 30%
Real Assets 6%
Fixed Income 10%
Real AssetsInternational Equity
U.S. EquityFixed Income
Money Market

The […]

2018-02-09T08:57:49-05:00August 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 Funds

[…]

2018-02-09T08:49:38-05:00August 4th, 2016|