FAQ
View materials to answer common questions and make 529s easier to understand.
Target Risk Portfolios
To get started, choose the portfolio that most closely matches your current desired risk/ reward potential - conservative, moderate, growth or aggressive.
Why Target Risk Portfolios?
- Choose from four portfolios calibrated to match different levels of risk: conservative, moderate, growth and aggressive.
- A blend of active and passive funds and strategies are chosen to target the desired risk-adjusted returns and cost-efficiency.
- Monthly rebalancing aims to keep the portfolios in line with their target levels of risk.
Asset allocation
Click through to view the target risk portfolio that may be right for you.
