Financial markets experience cycles of ups and downs. These short-term fluctuations tend to smooth out over the long term. If you are investing over a long time period, such as saving for a child’s future education in a 529 plan, you can expect to go through multiple market cycles. It’s natural to become nervous about your investment strategy during these periods of volatility. However, it’s important to stay focused on your future goals to consider the long-term impacts of emotionally driven investment decisions. Visit our Learning Center for more information including articles on the wide-ranging benefits of a 529 plan and information on investment options.

Explore Your 529 Plan Investment Options

We know that choosing investment options can be overwhelming, but The Education Plan® can help make it easy. With a range of professionally managed investments, your Education Plan account has the flexibility to meet your investment needs.

Select your investment approach:

KEEP IT SIMPLE

This approach is based on the beneficiary's year of enrollment. It consists of a blend of investments assuming enrollment at age 18* that automatically changes to match the shortening time horizon and appropriate risk levels.

* Depending on your beneficiary's intended enrollment year, you may want to consider a different investment strategy.

SHOW ME OPTIONS

This "do-it-yourself" approach* allows you to choose any combination of portfolios available in the plan equaling 100%. Portfolios include Year of Enrollment, Static and Active Allocation, and Individual funds.

* Generally, this approach is for experienced investors who are comfortable selecting their own investment strategy or for those who may have different investment objectives.