Investment Options 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.

When Will the Beneficiary Need the Funds?

When Will the Beneficiary Need the Funds?

Use the arrows below to select the anticipated number of years the Beneficiary will need the funds.
To view a more details, visit our pricing and performance page.

Allocation information updated 6/2024

Legend
View Year of Enrollment Portfolio Fees

Ready to get started? Opening an account is easy and only takes about 15 minutes!

You'll need the following for yourself and the beneficiary you're enrolling:

Beneficiary's Date of Birth
Beneficiary's Social Security Number or Tax Identification Number (TIN)
Your Social Security Number or TIN
U.S. Street address (not P.O. Box)
Your bank routing number

SIGN UP FOR OUR NEWSLETTER

FOLLOW US
ON SOCIAL MEDIA

The Education Plan Logo White

The Education Plan® and The Education Plan® Logo are registered trademarks of The Education Trust Board of New Mexico used under license.


Accessibility, Privacy & Cookie Policy


Phone: 1-877-337-5268
We're available Monday to Friday 8 a.m. to 7 p.m. MT

OPEN AN ACCOUNT LOGIN
VIEW LEGAL DISCLOSURE