Which investment portfolio is right for me?
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When it comes to investing in a 529 plan, we all have the same goal: to help pay for education.
However, everyone’s investment strategy can look quite different depending on aspects of each person’s unique circumstances (like financial constraints and overall savings goals).
Edvest 529 College Savings Plan investment choices
Choose from multiple portfolios to fit your preferences—aligning with your risk tolerance, preferred level of involvement and desired results.
Most Popular
Enrollment Year Investment Portfolios
Consider this if:
You’re looking for an all-in-one solution to manage your savings over the long term without extra work on your part.
- A portfolio customized for your student’s expected enrollment year
- Risk level automatically becomes more conservative as enrollment year approaches
Multi-Fund Investment Portfolios
Consider this if:
You are an experienced investor and want investment portfolios with more choices when it comes to diversity and strategy.
- Prefer added control over diversification and investment strategy
- Suitable for a variety of risk profiles and asset allocation blends
Single Fund Investment Portfolios
Consider this if:
You’re an experienced investor and want to take a more focused approach to investing.
- Investment portfolios invested solely in shares of a single mutual fund
- Offers varying investment types suitable for a variety of risk profiles
Principal Plus Interest Investment Portfolio
Consider this if:
You’re in a position of having a short-term investment horizon or are looking for a low risk, conservative investment.
- Seeks to preserve capital and provide a stable return
To determine the right strategy for you, it may be helpful to ask yourself these questions:
- How much do I want to save?
- How fast do I want to save?
- How comfortable am I with risk?
- How hands on do I want to be?
Whatever your answers may be, an Edvest 529 account offers a variety of professionally managed investment portfolios to fit your life situation, risk tolerance and college savings goals. For further support, explore our planning tools to help make your investment decision easier.
Here are some of our most common investment portfolio questions
Performance data for Edvest 529 Investment Portfolios is available.
Edvest 529 offers a wide range of investment portfolios to fit your life situation, risk tolerance and savings goals. These portfolios vary in investment strategy and degree of risk, allowing you to select a portfolio or combination of portfolios that fit your needs and savings goals.
To compare our Edvest 529 Investment Portfolios, visit our Investment Comparison page. For more information on the investment objectives, risks, charges and expenses, read the Plan Description.
Yes. Each time you make a contribution, you may select from any of the Edvest 529 Investment Portfolios. Once invested in a particular portfolio, contributions and earnings may be transferred to another investment portfolio twice per calendar year or upon transfer of funds to a plan account for a different eligible beneficiary (see the Plan Description for more information).
To transfer funds between investment portfolios, log in to your account, click “View Details” for your beneficiary, then choose “Change of Investment Form.” You may also request and submit by mail the Change of Investment Form.
An Edvest 529 account can be started with as little as $25. How much you need to save will depend on what you plan to use the money for and when.
A few helpful tools:
- Check out the College Savings Calculator to estimate the cost of college.
- Use our College Planning Calculator to see how your savings could add up over time.