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Few things in life are one size fits all. Saving for education is no exception. Whether school is fast-approaching or you've got years ahead to save, we offer a range of professionally managed portfolio options.
The neutral asset allocations depicted for this portfolio are as of April 15, 2021. Asset allocations for each portfolio will vary and may be higher or lower than this example. Please refer to the Plan Disclosure Document for portfolio asset allocation details. For current allocations, please call 866-521-1894 and speak with a College Savings Specialist.
1The principal value of the Enrollment-Based Portfolios is not guaranteed at any time, including at or after the target enrollment date. The portfolios invest in a broad range of underlying mutual funds that include stocks, bonds, and short-term investments and are subject to the risks of different areas of the market. The portfolios emphasize potential capital appreciation during the early phases of asset accumulation, balance the need for appreciation with the need for income as matriculation approaches, and focus more on income and principal stability after matriculation. While moving assets into bond and money market funds can help lower investment risks, there is no guarantee against loss. The portfolios maintain a substantial allocation to equities both prior to and after the target enrollment date, which can result in greater volatility.
2While certain portfolios seek to cushion the effects of volatility in U.S. equity markets by diversifying in foreign markets and/or fixed income markets, diversification cannot assure a profit or protect against a loss in a declining market.
Each time you make a contribution, you may select a different portfolio. You can also make changes to your existing...
Your investment earnings depend on the market's overall performance and the specific investment portfolio that you choose...
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