The Enrollment Year Investment Option is a set of single fund options representing the date your future student needs their college savings (i.e., their enrollment year). The asset allocation or mix of equities, bonds, and cash adjusts automatically as the enrollment year approaches. This option can be a good all-in-one solution to achieve investment diversity with no extra work once you select your Enrollment Option.
How it Works
Asset Allocation by Enrollment Year Investment Option
Slide the bar below to the Enrollment Year Investment Option that corresponds to the year you think your child will start needing their funds. Then click Submit to view the investment mix.
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