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Age-Based Conservative
(Beneficiary age 3-5)
The Age-Based Conservative 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 42%
- Fidelity Total International Index Fund 23%
- Fidelity U.S. Bond Index Fund 22%
- iShares Global REIT ETF 5%
- Vanguard Global Credit Bond Fund 4%
- Vanguard Short-Term Bond ETF 4%
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