Age-Based Aggressive

(Beneficiary age 0-2)

The Age-Based Aggressive Investment Option invests in the following mix of equity, real estate, fixed income, and/or money market funds allocated based on the current age of the Beneficiary. The Age-Based Investment Options adjust over time so that as the Beneficiary nears college age each Age-Based Investment Option’s allocation between equity, real estate, fixed income, and money market funds becomes more conservative relative to the allocation in earlier years.

Underlying Investments

  • Fidelity Total International Index Fund 29%
  • Vanguard Total Stock Market ETF 27%
  • Dodge & Cox Stock Fund 15%
  • T. Rowe Price Large-Cap Growth Fund 15%
  • Vanguard Real Estate ETF 6%
  • Northern Small Cap Value SMA 4%
  • Vanguard Explorer Fund 4%