Why Age-Based Portfolios?

Age-Based Portfolios

To get started, choose the one age-based option that most closely matches your child’s age. Then we’ll gradually move your savings through a series of portfolios that become more conservative over time.

Why 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.

Other portfolio types

Target Risk portfolios Individual portfolios

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