Age-Based Aggressive Ages 17-18

Age-Based Aggressive Ages 17-18 2016-11-08T12:34:05+00:00

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 bond mutual funds that represent various asset classes and sectors.

U.S. Equities 19%
International Equities 9%
Real Assets Equities 2%
Fixed Income 70%
Real AssetsInternational Equity
U.S. EquityFixed Income
Money Market

The Underlying Mutual Funds

Fund Percent
Fixed Income
PIMCO Short-Term Fund 22%
Northern Funds Bond Index Fund 13%
MainStay Total Return Bond Fund 12%
American Century Short Duration Inflation Protection Bond Fund 13%
Touchstone High Yield Fund 5%
Templeton International Bond Fund 5%
Real Assets
Voya Global Real Estate Fund 1%
Credit Suisse Commodity Return Strategy Fund 1%
Fund Percent
U.S. Equity
Cohen & Steers Dividend Value Fund 4%
Northern Funds Stock Index Fund 7%
T. Rowe Price Instl. Large-Cap Growth Fund 4%
Northern Funds Mid Cap Index Fund 2%
Northern Funds Small Cap Value Fund 1%
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 1%
International Equity
Northern Funds International Equity Index Fund 4%
Neuberger Berman International Select Fund 4%
Lazard Emerging Markets Equity Portfolio 1%

Portfolio Performance1

As of

 Average Annual Total Returns at NAV (%)1 
Fee StructureYTD3 Mo1 Yr3 Yrs5 YrsLifetimeExp.
Fee Structure B Performance

Underlying Mutual Fund Performance3

As of