Investment options to fit your family’s needs. Edvest 529 offers a variety of professionally managed investment portfolios to fit your life situation, risk tolerance and savings goals.
KEEP IT SIMPLE.
Enrollment Year Investment Portfolios Enrollment Year Investment Portfolios are
based upon the date your student is expected to need the funds for their education. The risk level will automatically shift from aggressive to conservative as that date approaches.
OR, BUILD YOUR OWN. Multi-Fund Investment Portfolios
These investment portfolios are each invested solely in a single underlying fund. Since their performance is entirely reliant on the underlying fund, they may be more volatile than other options. Note, participants do not own shares of the underlying funds directly.
Single Fund Investment Portfolios These investment portfolios are each
invested solely in a single underlying fund. Since their performance is entirely reliant on the underlying fund, they may be more volatile than other options. Note, participants do not own shares of the underlying funds directly.
Principle Plus Interest Investment Portfolios
These investment portfolios are for participants who prefer to select a portfolio for its specific asset allocation. Each of these investment portfolios invests in more than one mutual fund and may also invest in a funding agreement, and has a different investment objective and strategy.
Once you invest in a particular portfolio, you can transfer contributions and earnings to another investment portfolio up to twice per calendar year.
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