Ages 19+

Age-Based Conservative Ages 19+

Portfolio Overview

The Portfolio seeks growth of current income, consistent with preservation of capital.

The Portfolio invests in a targeted mix of bond and money market mutual funds that represent various asset classes and sectors.

Fixed Income 50%
Money Market 50%
Real AssetsInternational Equity
U.S. EquityFixed Income
[…]

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

Age-Based Moderate Ages 19+

Portfolio Overview

The Portfolio seeks growth of current income.

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 8%
International Equities 2%
Fixed Income 67%
Money Market 23%
Real AssetsInternational Equity
U.S. EquityFixed Income
Money […]

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

Age-Based Aggressive Ages 19+

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 Equities 2%
Fixed Income 71%
Money Market 9%
Real AssetsInternational […]

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