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 Equities 5%
Fixed Income 20%
Real AssetsInternational Equity
U.S. EquityFixed Income
Money Market

[…]

August 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 Equities 6%
Fixed Income 10%
Real AssetsInternational Equity
U.S. EquityFixed Income
Money Market

[…]

August 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 Equities 7%
Real AssetsInternational Equity
U.S. EquityFixed Income
Money Market

The Underlying Mutual Funds

[…]

August 4th, 2016|