Year of Enrollment Portfolios
The “Keep It Simple”
Approach
Ideal for: Anyone who wants a simple, hands-off way of managing their investment.
What It Is: You choose a portfolio based on when you anticipate the beneficiary will need the funds, also known as their “Year of Enrollment”.
How It Works: Risk level automatically adjusts to become more conservative as the beneficiary approaches the “Year of Enrollment.”
Show Me the Details Individual Portfolios
The “Choose My Own Adventure”
Approach
Ideal for: Experienced investors and those who want some control over their investment mix.
What It Is: You choose from eight portfolios that are designed to match your desired risk level and management approach.
Instead, investments held by each Portfolio remain fixed over time.
How It Works: Unlike the Year of Enrollment Portfolios, the Static Allocation Portfolios do not change the types and composition of investments as the Beneficiary ages.
Instead, investments held by each Portfolio remain fixed over time
Show Me the Details Allocation Portfolios
The “Show Me Options”
Approach
Ideal for: Experienced investors and those who want the most control over their investment mix.
What It Is: You choose from five individual portfolio options and create your own asset allocation mix.
How It Works: Unlike the Year of Enrollment Portfolios, the Static Allocation Portfolios do not change the types and composition of investments as the Beneficiary ages.
The account owner is also responsible for managing the allocation to match the appropriate level of risk.
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