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Age-Based Aggressive
(Beneficiary age 13-14)
The Age-Based Aggressive Investment Option invests in the following mix of domestic and international equity, global real estate, fixed income, and/or cash equivalents 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 domestic and international equity, global real estate, fixed income, and cash equivalents becomes more conservative relative to the allocation in earlier years.
Underlying Investments
- Vanguard Total Stock Market ETF 18%
- Fidelity U.S. Bond Index Fund 12%
- Vanguard Short-Term Bond ETF 11%
- Fidelity Total International Index Fund 10%
- MetWest Total Return Bond Fund 9%
- PGIM Total Return Bond Fund 9%
- Dodge & Cox Stock Fund 5.5%
- T. Rowe Price Large-Cap Growth Fund 5.5%
- Vanguard Global Credit Bond Fund 5%
- Vanguard Short-Term Inflation-Protected Securities ETF 4%
- American Funds EuroPacific Growth Fund 3%
- Dodge & Cox International Stock Fund 3%
- iShares Global REIT ETF 3%
- Northern Small Cap Value SMA 1%
- Vanguard Explorer Fund 1%
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