Investment portfolio options

Age-Based portfolios

• Choose portfolios designed to align with the child's expected year of college enrollment.
• Asset allocations are managed to gradually become more conservative as the expected date of college enrollment nears.
• Portfolios are adjusted quarterly to become more conservative and rebalanced monthly to help stay within appropriate risk levels.
• Portfolios are offered in two-year increments to closely align the allocation to the optimal portfolio for the child's age.
• Portfolios are designed to help outpace the rising costs of higher education.

Holdings are subject to change and are not buy/sell recommendations.

Allocations may not equal 100% due to rounding.

Asset allocation percentages apply to all unit classes of the respective portfolios. 

See the Program Description for more information about unit class availability.