Age-Based Conservative Ages 11-12

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 25%
International Equities 12%
Real Assets 3%
Fixed Income 60%
Real AssetsInternational Equity
U.S. EquityFixed […]
2022-09-21T20:28:06-05:00August 19th, 2016|

Age-Based Moderate Ages 11-12

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 30%
International Equities 16%
Real Assets 4%
Fixed Income 50%
Real AssetsInternational Equity
U.S. EquityFixed […]
2022-09-21T00:18:27-05:00August 19th, 2016|

Age-Based Aggressive Ages 11-12

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 20%
Real Assets 4%
Fixed Income 40%
Real AssetsInternational Equity
U.S. EquityFixed […]
2022-09-20T23:57:51-05:00August 19th, 2016|