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
[…]
2022-09-21T20:35:12-05:00August 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 7%
International Equities 2%
Real Assets 1%
Fixed Income 67%
Money Market 23%
Real AssetsInternational Equity
U.S. EquityFixed Income
[…]
2022-09-21T00:22:15-05:00August 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 13%
International Equities 5%
Real Assets 2%
Fixed Income 72%
Money Market 8%
Real AssetsInternational Equity
[…]
2022-09-21T00:02:23-05:00August 19th, 2016|