Glossary

1 5 A B C D E F G H I L M N P Q R S T U W Y
1 5 A B C D E F G H I L M N P Q R S T U W Y

Y

  • Year of Enrollment Portfolio

    A year of enrollment asset allocation portfolio is a dynamic asset allocation portfolio that changes over time with the age of the beneficiary. Usually, a year of enrollment portfolio will shift the mix of investments automatically to a lower risk mix as the beneficiary approaches the year of expected enrollment in college.

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