Ages 3-5

Age-Based Conservative Ages 3-5

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 42%
International Equities 23%
Real Assets 5%
Fixed Income 30%
Real AssetsInternational Equity
U.S. EquityFixed […]
2022-09-21T20:24:56-05:00August 19th, 2016|

Age-Based Moderate Ages 3-5

Portfolio Overview

The Portfolio seeks 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 48%
International Equities 27%
Real Assets 5%
Fixed Income 20%
Real AssetsInternational Equity
U.S. EquityFixed Income
Money Market

The […]

2022-09-21T00:15:34-05:00August 19th, 2016|

Age-Based Aggressive Ages 3-5

Portfolio Overview

The Portfolio seeks 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 52%
International Equities 32%
Real Assets 6%
Fixed Income 10%
Real AssetsInternational Equity
U.S. EquityFixed Income
Money Market

The […]

2022-09-20T23:51:31-05:00August 19th, 2016|