Age-Based Moderate Ages 13-14

Age-Based Moderate Ages 13-14 2016-11-08T12:34:05+00:00

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 25%
International Equities 11%
Real Assets Equities 4%
Fixed Income 60%
Real AssetsInternational Equity
U.S. EquityFixed Income
Money Market

The Underlying Mutual Funds

Fund Percent
Fixed Income
PIMCO Short-Term Fund 14%
Northern Funds Bond Index Fund 11%
MainStay Total Return Bond Fund 14%
American Century Short Duration Inflation Protection Bond Fund 9%
Touchstone High Yield Fund 6%
Templeton International Bond Fund 6%
Real Assets
Voya Global Real Estate Fund 2%
Credit Suisse Commodity Return Strategy Fund 2%
Fund Percent
U.S. Equity
Cohen & Steers Dividend Value Fund 6%
Northern Funds Stock Index Fund 8%
T. Rowe Price Instl. Large-Cap Growth Fund 6%
Northern Funds Mid Cap Index Fund 3%
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 6%
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