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 | 14% |
International Equities | 4% |
Real Assets | 2% |
Fixed Income | 71% |
Money Market | 9% |
Real AssetsInternational Equity
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