Age-Based Conservative Ages 13-14

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. Equity[…]
2022-09-21T20:29:22-05:00August 19th, 2016|

Age-Based Moderate Ages 13-14

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 […]
2022-09-21T00:19:37-05:00August 19th, 2016|

Age-Based Aggressive Ages 13-14

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 […]
2022-09-21T00:10:05-05:00August 19th, 2016|