Ages 13-14

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 19%
International Equities 9%
Real Assets Equities 2%
Fixed Income 70%
Real AssetsInternational Equity
U.S. […]

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

August 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 32%
International Equities 15%
Real Assets Equities 3%
Fixed Income 50%
Real AssetsInternational Equity
U.S. Equity[…]

August 19th, 2016|