The Enrollment Year Investment Portfolios are a set of individual investment portfolios representing the date your future student needs funds to pay for their education (i.e., their enrollment year). The asset allocation or mix of equities, bonds, and cash adjusts automatically as the enrollment year approaches. You choose the Enrollment Portfolio that best fits your goals, risk tolerance and savings time horizon.
An Enrollment Year Investment Portfolio can be a good all-in-one solution to manage your savings over the long term without any extra work on your part.
How it Works
Asset Allocation by Enrollment Year Investment Portfolio
Slide along the bar to the Enrollment Portfolio that corresponds to the year you plan to use your funds to pay for your child’s education. Then click Submit to view the investment mix.
The investment portfolios are subject to the risks of the underlying funds including the loss of principal.
Ready to get started? Open your Edvest College Savings Plan account today.