Year of Enrollment Portfolios

To get started, choose the Year of Enrollment Portfolio that aligns with the child’s expected year of college enrollment. Over time, asset allocations are managed to gradually become more conservative as the expected date of college enrollment nears.

Why Year of Enrollment Portfolios?

Choose portfolios designed to align with the child's expected year of college enrollment.
Asset allocations are managed to gradually become more conservative as the expected date of college enrollment nears.
Portfolios are adjusted quarterly to become more conservative and rebalanced monthly to help stay within appropriate risk levels.
Portfolios are offered in two-year increments to closely align the allocation to the optimal portfolio for the child.
Portfolios are designed to help outpace the rising costs of higher education.