Glossary
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.
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