Over 30 Individual Fund Portfolios and 15 Exchange-Traded Fund Portfolios
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.
Money Market
Fixed Income
- PIMCO Short-Term 529 Portfolio
- Baird Short-Term Bond 529 Portfolio
- Fidelity U.S. Bond Index 529 Portfolio
- MainStay MacKay Total Return Bond 529 Portfolio
- American Century Short Duration Inflation Protection Bond 529 Portfolio
- BlackRock Inflation Protected Bond 529 Portfolio
- Templeton International Bond 529 Portfolio
Balanced
Real Estate
Socially Responsible
U.S. Equity
Large-Cap
- MFS Value 529 Portfolio
- T. Rowe Price Equity Income 529 Portfolio
- American Century Value 529 Portfolio
- American Century Equity Growth 529 Portfolio
- Northern Stock Index 529 Portfolio
- Sit Dividend Growth 529 Portfolio
- American Century Growth 529 Portfolio
- T. Rowe Price Large-Cap Growth 529 Portfolio
Mid-Cap
- T. Rowe Price Extended Equity Market Index 529 Portfolio
- William Blair Mid Cap Growth 529 Portfolio
- Ariel Fund 529 Portfolio
Small-Cap
- Northern Small Cap Value 529 Portfolio
- Northern Funds Small Cap Index 529 Portfolio
- Delaware Small Cap Core 529 Portfolio
- Harbor Small Cap Growth Opportunities 529 Portfolio
International Equity
Available in Fee Structure F accounts if working with a registered investment advisor or fee-only planner.Fixed Income
Real Estate
International Equity
*You could lose money by investing in this investment option. Although the money market fund in which your investment option invests (the “und