Target Enrollment Portfolios
Families have different education plans, savings objectives, and time horizons. With a simplified approach to investing, saving for your student’s education goals has never been easier.
Target Enrollment Portfolios are a simplified approach to college investing. We have designed these investment options to allow you to select a Portfolio based upon your risk tolerance and your Beneficiary’s anticipated year of enrollment in school or an eligible program. For example, if you expect your Beneficiary to attend college beginning in the year 2036, you may consider the Target Enrollment 2036 Portfolio. You may also consider a Target Enrollment Portfolio with an earlier target enrollment date if you are a more conservative investor, or a Target Enrollment Portfolio with a later target enrollment date if you are a more aggressive investor. The asset allocation in these Investment Options is automatically adjusted quarterly over time to become more conservative as your Beneficiary gets closer to enrollment.
Target Enrollment Portfolios

95.00% stocks
5.00% bonds
0.00% short-term reserves

95.00% stocks
5.00% bonds
0.00% short-term reserves

94.00% stocks
6.00% bonds
0.00% short-term reserves

90.00% stocks
10.00% bonds
0.00% short-term reserves

86.00% stocks
14.00% bonds
0.00% short-term reserves

81.50% stocks
18.50% bonds
0.00% short-term reserves

75.50% stocks
24.50% bonds
0.00% short-term reserves

69.50% stocks
30.50% bonds
0.00% short-term reserves

63.50% stocks
36.50% bonds
0.00% short-term reserves

58.00% stocks
42.00% bonds
0.00% short-term reserves

54.00% stocks
46.00% bonds
0.00% short-term reserves

50.00% stocks
50.00% bonds
0.00% short-term reserves

44.82% stocks
53.50 bonds
1.68% short-term reserves

36.28% stocks
55.33% bonds
8.39% short-term reserves

29.14% stocks
55.83% bonds
15.03% short-term reserves

24.52% stocks
53.80% bonds
21.68% short-term reserves

20.78% stocks
50.83% bonds
28.39% short-term reserves

18.84% stocks
46.13% bonds
35.05% short-term reserves

16.91% stocks
41.43% bonds
41.66% short-term reserves

11.60% stocks
28.40% bonds
60.00% short-term reserves