Allocation Portfolios
The “Show Me Options” Approach
The “Show Me Options” approach allows you to choose from portfolios that are designed to match your desired risk level and management approach. Unlike the Year of Enrollment Portfolios, the Static Allocation Portfolios do not change the types and composition of investments within a Portfolio as the beneficiary ages. Instead, the types and composition of investments held by each Portfolio remain fixed over time.
How it Works
There are diversified portfolios available, with each constructed to match a desired risk level.
These portfolios have static allocations. This means that they will not be automatically adjusted to reduce risk as your beneficiary approaches enrollment. The account owner will be responsible for choosing the appropriate risk level for their beneficiary.
The Static Allocation options are offered with either active management or passive management.
Active management is typically more expensive but designed to try to outperform the portfolio’s benchmark return. Passive management is typically less expensive and is managed to track the portfolio’s benchmark return.
Ready to get started? Opening an account is easy and only takes about 15 minutes!
- 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
