The Enrollment Year Investment Portfolios are a set of portfolios whose asset allocation or mix of equities, bonds, and cash adjusts automatically as the student’s enrollment year approaches. Each portfolio is named to indicate the date your future student may need their college savings (i.e., their enrollment year). The Enrollment Year Investment Portfolios are available in both an actively managed and a passive investment strategy. You can choose the best one that fits your goals, risk tolerance and savings time horizon.
An Enrollment Year Investment Portfolio can be a good all-in-one solution to manage your savings over the longterm without any extra work on your part.
How the Enrollment Year Investment Portfolios Work
Asset Allocation by Enrollment Year Investment Portfolio
Slide the bar below to the Enrollment Year Investment Portfolio that corresponds to the year you think your child will start needing their funds. Then click submit to view the Active and Passive investment mixes.
The investment portfolios are subject to the risks of the underlying funds including the loss of principal.
Ready to get started? Open your ScholarShare 529 account today.