Learning Quest Investment Options

Learning quest investment options

Learning quest investment options

Age-Based Tracks

Consider a track based on your risk comfort level.

Conservative, Moderate or Aggressive Tracks

Consider the track that matches your risk comfort level. The child’s age and the risk level can be used to determine the asset mix—the percentage of stock and bond funds, and cash included in the portfolio.

OR

Index Track

The child’s age can be used to determine which risk index your investment starts in.

Learning quest investment options

The portfolios invest in index funds that track the performance of different indices.

Static Portfolios

Consider a portfolio by risk level.

Very Conservative to Very Aggressive Portfolios

Consider a diversified mutual fund portfolio based on your comfort with risk.

Your chosen risk level can be used to determine the asset mix.

OR

Index Portfolio

Consider an index portfolio that matches your comfort level with risk.

Real Estate Options: Learn About This Creative Investment "Option" for Small IRAs

The portfolios invest in index funds that track the performance of different indices.