Multi-Fund Investment Portfolios
Consider this if: You want an investment portfolio with more choices when it comes to diversity and strategy.
Some investors want added control over their investment portfolio‘s diversification and investment strategy. If this sounds like you, the Multi-Fund Investment Portfolios available through Edvest 529 might be the investment type for you.
With the Multi-Fund Investment Portfolios, you can select from a range of investment types suitable for a variety of risk profiles and asset allocation blends. Choices may include portfolios such as international investments, which are investments made entirely outside the U.S., balanced funds that own both stocks and bonds and bond funds that invest in debt securities.
Most investment portfolios include index and actively managed choices. Index funds are designed to track a benchmark index. Active management, by contrast, is managed using research, forecasts and their own experience to make investment decisions.
No matter which portfolio(s) you choose, it’s important to note that once you’ve selected an investment, the funds will remain there until you select another.
How Multi-Fund Investment Portfolios work
These investment portfolios seek to provide a choice of asset allocation portfolios. Each Multi-Fund Investment Portfolio features a different investment objective and investment strategy.
The allocations to the underlying mutual funds in the Multi-Fund Investment Portfolios are static—they do not change automatically as the beneficiary ages as they do in the Enrollment Year Investment Portfolios. The Wisconsin College Savings Program Board may change the asset allocations and underlying mutual funds for these investment portfolios (as well as for the other investment portfolios) at any time.
| Investment Name | Risk Level | Investment Objective | Allocation | ||
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| Index-Based Aggressive Portfolio | Aggressive | This Investment Portfolio seeks to provide a favorable long-term total return, mainly through capital appreciation. |
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| Index-Based Moderate Portfolio | Moderate to Aggressive | This Investment Portfolio seeks moderate growth. |
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| Index-Based Conservative Portfolio | Conservative to Moderate | This Investment Portfolio seeks to provide moderate long-term total return mainly through current income. |
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| Active-Based Aggressive Portfolio | Aggressive | This Investment Portfolio seeks to provide a favorable long-term total return, mainly through capital appreciation. |
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| Active-Based Moderate Portfolio | Moderate to Aggressive | This Investment Portfolio seeks moderate growth. |
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| Active-Based Conservative Portfolio | Conservative to Moderate | This Investment Portfolio seeks to provide moderate long-term total return mainly through current income. |
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| Balanced Portfolio | Moderate to Aggressive | This Investment Portfolio seeks to provide a favorable long-term total return through capital appreciation and income. |
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| International Equity Index Portfolio | Aggressive | This Investment Portfolio seeks to provide a favorable long-term total return, mainly through capital appreciation. |
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The investment portfolios are subject to the risks of the underlying funds including the loss of principal.
Things to consider
Changing your investments
Once you invest in a particular investment portfolio, you can transfer contributions and any earnings to another investment portfolio up to twice per calendar year or upon a transfer of funds to an Edvest 529 account for a different beneficiary.
Periodically reviewing your investments
It’s a good idea to periodically reevaluate your investment strategy as your goals, investment horizon and personal situation changes—for example, annually at tax time, on a yearly basis if your income changes or upon the birth of another child.
More to explore
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