The major asset classes are represented in the plan’s Individual Fund Portfolios, including money market, fixed income, balanced, real estate, domestic equity, and international equity.
In addition, F share account owners working with a registered investment advisor or fee-only planner can take advantage of additional low-cost options.
Work with your investment professional to design a strategy that fits your objectives. Additional information—including a fact sheet, prospectus, and annual report—is available to help you make selections.
PIMCO Short-Term 529 Portfolio
Baird Short-Term Bond 529 Portfolio
Northern Funds Bond Index 529 Portfolio
MainStay Total Return Bond 529 Portfolio
American Century Short Duration Inflation Protection Bond 529 Porfolio
BlackRock Inflation Protected Bond 529 Portfolio
Templeton International Bond 529 Portfolio
MFS Value 529 Portfolio
T. Rowe Price Equity Income 529 Portfolio
American Century Value 529 Portfolio
American Century Equity Growth 529 Portfolio
Northern Funds Stock Index 529 Portfolio
Sit Dividend Growth 529 Portfolio
American Century Growth 529 Portfolio
T. Rowe Price Instl. Large-Cap Growth 529 Portfolio
Dodge & Cox International Stock 529 Portfolio
Northern Funds International Equity Index 529 Portfolio
Oppenheimer International Growth 529 Portfolio
DFA International Small Company 529 Portfolio
Causeway Emerging Markets 529 Portfolio
Available in Fee Structure F accounts if working with a registered investment advisor or fee-only planner.
*An investment in the security is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the security seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the security.