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Index Age Based Investment Options


This approach contains two different tracks Index Growth and Index Balanced, that allow you to more closely align your college savings goals with your risk tolerance and return expectations. They are designed to simplify the act of investing by automatically shifting the money in the account to increasingly conservative portfolios as the beneficiary gets closer to college age. All of the portfolios in this approach are comprised of passive index investments* or money market investments.

See the full list of Index Age Based Portfolios
See the underlying funds of the Age Based and Custom Choice Portfolios
See the fee structure

*An index only, or “passive,” strategy invests in a fund that seeks to emulate a market index. Indexes are collections of stocks or other investment vehicles that are looked at in aggregate. Indexes cannot be purchased directly by investors.