Single Fund Investment Portfolios
Consider this if: You’re looking to take a more focused approach to investing.
You may want an investment portfolio that is focused on a particular asset class. Maybe you’re interested in socially responsible investments and want a portfolio that reflects those values. Perhaps you want to make your choice based on the investment strategy of a single underlying fund.
Single Fund Investment Portfolios offer a range of investment types suitable for a variety of objectives and risk profiles. Some investment portfolios include index and actively managed funds. Index funds are designed to track a benchmark index. Actively managed funds, by contrast, are managed by managers using research, forecasts and their own experience to make investment decisions.
Whatever your preference, a Single Fund Investment Portfolio might be an investment path you wish to explore.
How the Single Fund Investment Options work
These investment portfolios are each invested solely in shares of a single underlying mutual fund. Their performance is entirely reliant on the performance of that underlying mutual fund. You should be aware that participants do not own shares of the underlying funds directly. Each of the Single Fund Investment Portfolios is described in more detail below.
| Investment Name | Risk Level | Investment Objective | Allocation | ||
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| Small-Cap Index Portfolio | Aggressive | This Investment Portfolio seeks to provide a favorable long-term total return, mainly from capital appreciation. |
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| U.S. Equity Active Portfolio | Aggressive | This Investment Portfolio seeks to achieve long-term capital appreciation. |
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| Large-Cap Stock Index Portfolio | Aggressive | This Investment Portfolio seeks to provide a favorable long-term total return, mainly from capital appreciation. |
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| Large Cap Responsible Equity Portfolio | Aggressive | This Investment Portfolio seeks to provide a favorable long-term total return. |
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| Bond Index Portfolio | Moderate | This Investment Portfolio seeks to provide current income along with a moderate long-term rate of return. |
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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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