Ages 11-12

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 11%
Real Assets Equities 4%
Fixed Income 60%
Real AssetsInternational Equity
U.S. Equity[…]

2016-11-08T12:34:05+00:00 August 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 32%
International Equities 15%
Real Assets Equities 3%
Fixed Income 50%
Real AssetsInternational Equity
U.S. Equity[…]

2016-11-08T12:34:05+00:00 August 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 19%
Real Assets Equities 5%
Fixed Income 40%
Real AssetsInternational Equity
U.S. Equity[…]

2016-11-08T12:34:05+00:00 August 19th, 2016|