Age-Based Conservative Ages 15-16

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, bond and money market mutual funds that represent various asset classes and sectors.

U.S. Equities 13%
International Equities 5%
Real Assets 2%
Fixed Income 72%
Money Market 8%
Real AssetsInternational Equity
[…]
2022-09-21T20:30:29-05:00August 19th, 2016|

Age-Based Moderate Ages 15-16

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 bonds 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[…]
2022-09-21T00:20:30-05:00August 19th, 2016|

Age-Based Aggressive Ages 15-16

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 […]
2022-09-21T00:00:15-05:00August 19th, 2016|