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What are my investment options?

There are plenty of options to choose from when it comes to saving for college. You can choose between Year of Enrollment or Static Portfolios, or a mix of both. Learn about each one before you make a decision.

Year of Enrollment Portfolios
These types of portfolios use the expected date the beneficiary will enroll in school (when they will start needing the money) to automatically adjust allocations over time so you don’t have to lift a finger. Each Year of Enrollment Portfolio is tailored to your risk tolerance: Conservative, Moderate or Growth.

Compare Year of Enrollment Portfolios

Static Portfolios
These types of portfolios allow you to invest based on your risk tolerance. Your options include: Cash Preservation, Income, Growth & Income, Balanced, Conservative Growth, Moderate Growth, and Growth Portfolios. Static Portfolios don’t adjust allocations on their own.

Compare Static Portfolios