Ages 6-8

Age-Based Conservative Ages 6-8

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 36%
International Equities 20%
Real Assets 4%
Fixed Income 40%
Real AssetsInternational Equity
U.S. EquityFixed […]
2023-11-08T20:44:35-06:00August 19th, 2016|

Age-Based Moderate Ages 6-8

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 […]
2023-11-08T20:50:25-06:00August 19th, 2016|

Age-Based Aggressive Ages 6-8

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 […]

2023-11-08T20:36:37-06:00August 19th, 2016|