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Blended Approach



How do Blended Age Based portfolios work?
  • Invests in a combination of actively managed funds and passive index funds.
  • The investments automatically adjust based on your beneficiary’s age.  Investment allocations become more conservative as the need to use the money for educational expenses gets closer.
  • The Blended Growth track invests more heavily in equities and may be appropriate for investors with aggressive to moderate risk tolerances.  The Blended Balanced track invests more conservatively.
The chart below illustrates how investments become more conservative as the beneficiary gets older.