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Investment Options

We know that choosing investment options can be overwhelming, but The Education Plan® can help make it easy. With a range of professionally managed investments, your Education Plan account has the flexibility to meet your investment needs.

Questions?

1-877-337-5268

 

EXPLORE YOUR OPTIONS

 
 

Select your investment approach:

 

This approach is based on the beneficiary's year of enrollment. It consists of a blend of investments assuming enrollment at age 18* that automatically changes to match the shortening time horizon and appropriate risk levels.

Depending on your beneficiary's intended enrollment year, you may want to consider a different investment strategy

This "do-it-yourself" approach* allows you to choose any combination of portfolios available in the plan equaling 100%. Portfolios include Year of Enrollment, Static and Active Allocation, and Individual funds.

*Generally, this approach is for experienced investors who are comfortable selecting their own investment strategy or for those who may have different invesment objectives.
 
 
 

Select your beneficiary's birth year*:

This approach is based on the beneficiary's year of enrollment. It consists of a blend of investments assuming enrollment at age 18* that automatically changes to match the shortening time horizon and appropriate risk levels.

*Depending on your beneficiary's intended enrollment year you may want to consider a different investment strategy.

9/1/19 and after

9/1/17 to 8/31/19

9/1/15 to 8/31/17

9/1/13 to 8/31/15

9/1/11 to 8/31/13

9/1/09 to 8/31/11

9/1/07 to 8/31/09

9/1/05 to 8/31/07

9/1/03 to 8/31/05

9/1/01 to 8/31/03

9/1/19 and after
9/1/17 to 8/31/19
9/1/15 to 8/31/17
9/1/13 to 8/31/15
9/1/11 to 8/31/13
9/1/09 to 8/31/11
9/1/07 to 8/31/09
9/1/05 to 8/31/07
9/1/03 to 8/31/05
9/1/01 to 8/31/03
 
 

Your Dynamic Investment Portfolio:  

Visualized here is a "glide path." A glide path represents the predetermined asset allocation adjustments to balance growth potential with risk management as your Beneficiary's enrollment date approaches. Hovering or clicking the chart below will allow you to view the changes in asset allocations that make up your portfolio over time.

 
 
View Year of Enrollment Portfolio Holdings
 
 

See How Your Investment Changes Over Time.

As your beneficiary nears the date of enrollment, the blend of investments will automatically change to match the shortening time horizon and appropriate risk levels. Press the play button below to view these percentage changes over time.

 
Start
 

AVAILABLE OPTIONS:

 

Allocation Portfolios

Eight allocation-based portfolios consisting of a mix of underlying funds are available and designed to match a desired risk level and investment management style. 

Passively Managed Allocation Portfolios Actively Managed Allocation Portfolios
100% Equity Index Portfolio 100% Active Equity Portfolio
75% Equity Index Portfolio 75% Active Equity Portfolio
50% Equity Index Portfolio 50% Active Equity Portfolio
25% Equity Index Portfolio 25% Active Equity Portfolio
View Static Passive
Portfolio Holdings 		View Static Active
Portfolio Holdings

Individual Portfolios

Five individual portfolios are available to create your own personalized investment mix. These portfolios consist of a single underlying fund made up of a mix of similar types of investments and risk levels.

U.S. Equity Index Portfolio
Social Choice Portfolio
Bond Index Portfolio
Short-Term Bond Index Portfolio
Capital Preservation Portfolio
View Individual
Portfolio Holdings

Year of Enrollment Portfolios

Eleven Portfolios are available based on your beneficiary’s anticipated year of enrollment*. As the year of enrollment approaches, the underlying investments will automatically change to match the shortening time horizon and appropriate risk levels.

*Assuming enrollment at age 18. Depending on your beneficiary’s intended year of enrollment, you may want to consider a different investment approach.
2038-2039 Enrollment Portfolio
2036-2037 Enrollment Portfolio
2034-2035 Enrollment Portfolio
2032-2033 Enrollment Portfolio
2030-2031 Enrollment Portfolio
2028-2029 Enrollment Portfolio
2026-2027 Enrollment Portfolio
2024-2025 Enrollment Portfolio
2022-2023 Enrollment Portfolio
2020-2021 Enrollment Portfolio
Enrollment Portfolio
View Age Based
Portfolio Holdings
 
 
 
 

3. Based on your selection your Portfolio is : PORTFOLIO

 
Asset Allocation View all age assets
  • U.S. Equity
  • Global & International Equity
  • Real Estate
  • Fixed Income
  • Money Market
 
 
 
 
 
 
 
 

Opening an account with The Education Plan is easy. It only takes about 15 minutes.

You'll need the following for yourself and the beneficiary you're enrolling:

  • 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

ENROLL ONLINE NOW!

Enroll Today

Please select how you would like to enroll below: