- Learn
Age-Based Moderate
(Beneficiary age 9-10)
The Age-Based Moderate 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 20.5%
- Fidelity Total International Index Fund 12.5%
- Fidelity U.S. Bond Index Fund 10%
- Vanguard Short-Term Bond ETF 8%
- MetWest Total Return Bond Fund 7.5%
- PGIM Total Return Bond Fund 7.5%
- Dodge & Cox Stock Fund 6.5%
- T. Rowe Price Large-Cap Growth Fund 6.5%
- Vanguard Global Credit Bond Fund 5%
- iShares Global REIT ETF 4%
- American Funds EuroPacific Growth Fund 3.5%
- Dodge & Cox International Stock Fund 3.5%
- Vanguard Short-Term Inflation-Protected Securities ETF 2%
- Northern Small Cap Value SMA 1.5%
- Vanguard Explorer Fund 1.5%
Looking for something specific?