7 Target Portfolios
The Target Portfolios divide assets among equity (stock), fixed income (bond), and money market investments. Your investment professional can help you assess your risk comfort level and choose from seven portfolio options ranging from aggressive to conservative. Your portfolio will be rebalanced on an ongoing basis to maintain the targeted asset allocation. Unlike the Age-Based Portfolios, the Target Portfolios do not adjust their asset allocation based on the age of the beneficiary.
The most aggressive Target Portfolio (Fund 100) is composed primarily of equity mutual funds (64% domestic equity and 33% international equity with the remaining 3% in real estate funds). The most conservative portfolio (Fixed Income Fund) is composed of 50% fixed income and 50% money market mutual funds.
Click on “Read More” for information about each portfolio’s objectives, asset allocation, fees, and performance.