Principal Plus Interest Investment Portfolio
Consider this if: You have a short investment horizon or you’re looking to preserve your funds.
Maybe you’ve been saving for a while and your account has been steadily growing—but the college years are just around the corner. You’re happy with what you’ve got, and you don’t want any surprises. It’s no longer about getting big returns; it’s about preserving your funds. Perhaps you just want a stable rate of return as you prepare for the eventual costs of higher education.
How the Principal Plus Interest Investment Portfolio works
This investment portfolio seeks to preserve capital and provide a stable return. You may want to consider it if you have a short investment horizon and are looking for a conservative investment with a low-level risk.
| Investment Name | Risk Level | Investment Objective | Allocation | ||
|---|---|---|---|---|---|
| Principal Plus Interest Portfolio | Conservative | This Investment Portfolio seeks to preserve capital and provide a stable return. |
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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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